2015-08-17T09:51:07-07:00 2014-12-31 990 2014-01-01 344429276 United Church Homes Inc UNIT 7403824885 PO Box 1806 Marion OH 433011806 JOHN K RENNER SR. VP OFFINANCE AND BUSINESS STRAT 7403824885 2015-04-27 2014 2016-02-25 16:41:14Z Rev Daniel 170 East Center St Marion OH 43302 67162602 false X www.unitedchurchhomes.org X 1920 OH See Page 2, Part III, Question 4a 20 19 2055 315 407984 5772232 2096164 60064139 62765906 1201693 2249730 0 67038064 67111800 0 0 31233094 31725058 0 841305 29956931 30162718 61190025 61887776 5848039 5224024 99219696 104019059 28207150 27632089 71012546 76386970 See Page 2, Part III, Question 4a false false 56240191 62665411 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. 1439042 1577797 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. 407984 364444 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.. 58087217 true true false false false false false false false 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 82 0 false 2055 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 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 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 PHILIP MALLOTT 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 MARY E SEYMOUR Director 1.00 X 0 0 0 MR E ROGER STEWART Director 1.00 X 0 0 0 MRS S JEAN SZILAGYI 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-Committee 2 X X MR JAMES L HENRY Chair-Executive Committee 2 X X MR ROBERT C KUTSCHBACH Director, Exec. Committee 2 X X MRS SUSAN B SHEIDLER Secretary, Exec. Chair 2 X X REV KENNETH V DANIEL President/CEO 40 X X 323074 19657 MR TIMOTHY P HACKETT Vice President 40 X 175920 18070 MRS GLORIA HURWITZ Vice President 40 X 161191 4727 MR CHARLES MOONEY Senior Vice President 40 X 280634 19871 JOHN K RENNER Senior Vice President 40 X 221274 11908 MR GEORGE SCHAEFER Vice President 40 X 176410 21433 2183434 179870 16 false true false Heritage Healthcare Inc 536 Old Howell Rd Greenville SC 29615 Rehabilitation 4301718 Thomas & Marker Construction 2011 Riverside Dr Columbus OH 43221 Construction 3285858 Omnicare Inc 100 East RiverCenter Blvd Covington KY 41011 Pharmaceutical Services 1173026 Seneca Medical Inc 85 Shaffer Park Dr Tiffin OH 44883 Medical Products 999784 Direct Supply 6767 North Industrial Rd Milwaukee WI 53223 Supplies 347255 26 33665 2062499 2096164 Resident Services 623000 59852421 HSG Management Fees 623000 1942241 407984 UCH Assurance 623000 400000 UCHM Management Fees 623000 276300 Misc. Service Revenue 623000 145841 149103 62765906 2298177 2355 50802 -48447 -48447 -48447 33665 67111800 64607652 407984 2452782 613550 1678041 161191 26463550 24079441 2160803 223306 413190 226354 171639 15197 318219 269133 41359 7727 2077317 1812526 237580 27211 130672 75691 54412 569 92468 60000 22468 10000 232073 0 232073 0 325600 136335 145707 43558 672206 446981 217860 7365 89020 31508 52534 4978 2414258 2260436 150822 3000 442718 107398 293103 42217 107007 49561 53000 4446 396633 395883 750 0 0 4256809 -4413806 156997 3645747 3406865 237852 1030 786641 708190 78451 0 Medical Insurance 3299199 2948642 311299 39258 Ancillary Labor 4052239 4052239 0 0 Bed Tax 2927749 2927749 0 0 Ancillary Supplies 2802013 2802013 0 0 7746475 6419913 1233307 93255 61887776 58087217 2959254 841305 4700 6000 11609367 9691589 113024 233311 5673971 5880852 96593 98098 1261278 1307341 92306874 57864768 32010265 34442106 27696851 30870804 1500000 1500000 14735811 16216739 153926 120812 4363910 3651407 99219696 104019059 7302232 7858477 1936664 862647 14323435 13022299 137255 130986 4507564 5757680 28207150 27632089 X 55585456 60835557 7691465 8241769 7735625 7309644 71012546 76386970 99219696 104019059 X 5224024 -563439 713839 X false true X true true true X 0 0 0 813030 769615 795996 5772232 2096164 10247037 62142413 60751513 59438047 59533988 62208819 304074780 62955443 61521128 60234043 65306220 64304983 314321817 314321817 1155557 542400 825572 1160570 2298177 5982276 337045 337561 351211 389698 407984 1823499 1492602 879961 1176783 1550268 2706161 7805775 5808524 331493 123985 140453 149103 6553558 328681150 0.95630 0.94310 0.02370 0.01560 X Pt II Ln 10 Other Income Part III, Line 12 Description: Gain of Capital Assets/Misc Rev. 2011: 178561. 2012: 0. 2013: 0. 2014: 0. Description: Sale of Long-Term Care Fac 2010: 5676282. 2011: 0. 2012: 0. 2013: 0. 2014: 0. Description: Chapel Offerings 2010: 0. 2011: 0. 2012: 0. 2013: 0. 2014: 27728. Description: Guest Meals 2010: 22969. 2011: 12756. 2012: 12605. 2013: 10723. 2014: 6820. Description: Guest Rooms 2010: 13631. 2011: 24502. 2012: 11626. 2013: 16902. 2014: 4393. Description: Misc Office Income 2010: 13281. 2011: 37899. 2012: 12981. 2013: 0. 2014: 0. Description: Carport Rental 2010: 10738. 2011: 11914. 2012: 12118. 2013: 10197. 2014: 9002. Description: Damages & Cleaning Fees 2010: 10200. 2011: 22808. 2012: 21350. 2013: 23350. 2014: 22313. Description: Television Services 2010: 8438. 2011: 6415. 2012: 4158. 2013: 2466. Description: Misc Telephone 2010: 7333. 2011: 1288. 2012: 579. 2013: -68. 2014: -1313. Description: Hospitality Service 2010: 6784. 2011: -12. 2012: 5. 2013: 2910. 2014: 10943. Description: Gift Shop Rev 2010: 8022. 2011: 7522. 2012: 8217. 2013: 5497. 2014: 4429. Description: Consulting Rev 2010: 6739. 2011: 6323. 2012: 7768. 2013: 11297. 2014: 13946. Description: Misc. Other 2010: 6444. 2011: 4196. 2012: 19870. 2013: 18845. 2014: 19217. Description: Beauty & Barber 2010: 5272. 2011: 5139. 2012: 4276. 2013: 4879. 2014: 6270. Description: Vending Machine 2010: 4761. 2011: 4809. 2012: 3237. 2013: 3182. 2014: 3028. Description: Ice Cream Parlor 2010: 3404. 2011: 3710. 2012: 2913. 2013: 28330. 2014: 20744. Description: Catering Rev 2010: 2919. 2011: 2859. 2012: 1070. 2013: 1713. 2014: 1543. Description: Concierge Service 2010: 1243. 2011: 429. 2012: 1129. 2013: 230. 2014: 40. Description: Transportation Service 2010: 64. 2011: 375. 2012: 83. 2013: 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 15850004 1906127 143966 1418823 16481274 10473687 5801305 227499 652487 15850004 9456950 962216 173486 118965 10473687 8639021 1195435 -102813 274693 9456950 7774757 970395 238539 344670 8639021 false false false 2439003 2439003 62307470 41246825 21060645 500979 116761 384218 13642727 9046442 4596285 13416695 7454740 5961955 34442106 Donor Restricted Assets 8238316 F Donor Restricted Endowments 6160349 F Donor Restricted Trust 1818074 F 16216739 Land Held for Future Development 1115994 Operating Rights 1150013 Receivables from Affiliates 410252 Unemployment Compensation Deposit Resident Escrow 384635 Pooled Income Funds 212430 Donor Restricted Funds 10902 Other Assets 367181 3651407 Refundable Entrance Fees 4309954 Long-Term Gift Annuity & Other 1072447 Est. Oblig. to Provide Future Services-Bond 367279 Deferred Liab. Future svc. Cost 8000 5757680 66539949 66539949 571851 571851 67111800 61587571 61587571 300205 300205 61887776 Pt IV, Line 2b Custodial Requirement of Resident Funds Loss on Disposal of Fixed Assets from yearly Inventory Asset Review. Gain from sale of Fixed Asset and Insurance Claims. Pt XI, Line 4b Loss on Disposal of Fixed Assets from yearly Inventory Asset Review. Investment Income, Realized Gain and Advancement Adjustments. Pt XII, Line 4b Gain from Sale of Fixed Assets also Inventory Asset Review. Non Program services and Commission/fees. X true true X X X false true false false false false false false false REV KENNETH V DANIEL 323074 13042 6615 342731 MR TIMOTHY P HACKETT 163920 12000 9329 8741 193990 MRS GLORIA HURWITZ 149191 12000 4212 515 165918 MR CHARLES MOONEY 250634 30000 12740 7131 300505 JOHN K RENNER 201274 20000 3343 8566 233183 MR GEORGE SCHAEFER 161410 15000 6592 14841 197843 MR ROB WEISBRODT 143252 15000 9170 9274 176696 MRS CHERYL L WICKERSHAM 129634 10000 8597 6915 155146 MR KENNETH L YOUNG 182842 20000 10529 8203 221574 Pt I Line 1a Rev. Kenneth Daniel became the CEO of United Church Homes Inc. Reverend Daniel is an ordained minister, who has elected $10,000 of his salary to be included as a ministerial housing allowance. This amount is included on his W-2. 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 16500000 Refinance Bonds Lower Price false false false A 2005 true 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 company and is reviewed by a four member committee of the board. This board is specifically formed for the purpose of reviewing the form 990. 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 1,946. 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, and changes in gift annuity net present value. Form 990, Part IX, Line 24f REPAIR/MAINTENANCE 1273200. 1219942. 53258. 0. RAW FOODS 1964377. 1964377. 0. 0. SUPPLIES 1104638. 963266. 113856. 27516. BAD DEBTS 687783. 717982. -30199. 0. PROFESSIONAL FEES 882293. 258055. 601254. 22984. DUES/LICENSE 678421. 392052. 249852. 36517. WORKERS COMPENSATION 168108. 85249. 77379. 5480. NON-DEPRECIATIVE EQUIPMENT 340187. 248501. 90928. 758. PHYSICIAN SERVICES 305460. 305460. 0. 0. REAL ESTATE TAX 196564. 187713. 8851. 0. NON-PROGRAM PROPERTY 68128. 0. 68128. 0. TEMPORARY EMPLOYEES 7 Affiliates ListSee AttachedUCH Inc 170 East Center St Marion OH 43302 344429276 false true false false false false false false false false false false false false true true false true false UCH Assurance Company LLC 1b 97833 Recorded Amount Housing Administrive Personel 1o 2099848 Recorded Salaries Housing Facilities Owners Advance 1p 576679 Recorded Amount Housing Facilities Due to UCH 1r 291282 Recorded Amount