EVERYAGE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EVERYAGE (EIN 56-6056582)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-02-12
- IRS object ID
- 201530439349302063
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-12T14:58:12-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560571159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19608 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 274199608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566056582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED CHURCH HOMES AND SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8284658006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LEONARD AVENUE | AddressLine1 |
| City | NEWTON | City |
| State | NC | State |
| ZIP Code | 28658 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE SYRIA | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8284658006 | PhoneNum |
| Signature | 2015-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORY H KELLEY | PreparerPersonNm |
| PTIN | P00431638 | PTIN |
| Phone | 3362944494 | PhoneNum |
| Preparation | 2015-02-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEE SYRIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LEONARD AVENUE | AddressLine1 |
| City | NEWTON | City |
| State | NC | State |
| ZIP Code | 28658 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,779,138 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UCHAS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES IN NORTH CAROLINA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 753 | TotalEmployeeCnt |
| Total Volunteers | 201 | TotalVolunteersCnt |
| Total Gross UBI | $18,271 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$64,028 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $79,138 | PYContributionsGrantsAmt |
| CY Contributions Grants | $828,595 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,076,817 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,902,209 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,046,994 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,985,578 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,340,598 | PYOtherRevenueAmt |
| CY Other Revenue | $2,057,159 | CYOtherRevenueAmt |
| PY Total Revenue | $34,543,547 | PYTotalRevenueAmt |
| CY Total Revenue | $38,773,541 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $167,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $207,821 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,049,993 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,822,764 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,335,574 | PYOtherExpensesAmt |
| CY Other Expenses | $16,264,080 | CYOtherExpensesAmt |
| PY Total Expenses | $35,552,567 | PYTotalExpensesAmt |
| CY Total Expenses | $37,294,665 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,009,020 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,478,876 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,770,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,846,704 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,607,401 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,363,893 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,163,150 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,482,811 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF UNITED CHURCH HOMES AND SERVICES IS TO CARRY ON CHRISTIAN MINISTRY IN THE SOUTHERN CONFERENCE OF THE UNITED CHURCH OF CHRIST THAT ADDS LIFE TO THE YEARS OF THOSE WE SERVE BY PROVIDING SENIOR LIVING AND HEALTH RELATED COMMUNITIES, BENEVOLENCE ASSISTANCE AND SERVICE PROGRAMS OF OUTREACH INTO THE WIDER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,725,185 | ExpenseAmt |
| Grant | $207,821 | GrantAmt |
| Revenue | $33,602,644 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $31,725,185 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 753 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY SHULL | PersonNm |
| Phone | 8284658006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LEONARD AVENUE | AddressLine1 |
| City | NEWTON | City |
| State | NC | State |
| ZIP Code | 28658 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JEFFREY GILLIAM | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J RAY DEAL | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK L BURNS | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANTHONY J BRANCH | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA J MORRIS | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREGORY M ALCORN | |||||||
| PAST BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM BUCHANAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL F DAGENHART | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NAOMI Y EAST | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER HOFFMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RALPH L HOWELL JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PARKER D HOWELL III | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHIE JOHNSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN MARSH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELSEY MCCLEAVE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY ORWIG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK W SIGMON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARRELL SLUDER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD THIE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE B SYRIA | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $206,974 | $0 | $31,706 | ||
| GARY W SHULL | |||||||
| VP - FINANCE | 40.00 | Yes (X) | $173,497 | $0 | $28,309 | ||
| SCOTT A SHELDON | |||||||
| MEDICAL DIRECTOR | 40.00 | $208,472 | $0 | $24,035 | Yes (X) | ||
| JOYCE B CLINE | |||||||
| DIRECTOR OF DEVELOPMENT & PR | 40.00 | $171,618 | $0 | $16,617 | Yes (X) | ||
| STEPHEN T PATERSON | |||||||
| VP OF COMPLIANCE & EDUCATION | 40.00 | $150,021 | $0 | $27,474 | Yes (X) | ||
| AIMEE N REIMANN | |||||||
| PACE/VP OF OPERATIONS | 40.00 | $146,868 | $0 | $21,459 | Yes (X) | ||
| ELIZABETH B WHITE | |||||||
| MARKETING | 40.00 | $123,518 | $0 | $6,466 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,180,968 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $156,066 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELECT REHABILITATION INC | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 FRONTAGE ROAD | AddressLine1 |
| City | NORTHFIELD | City |
| State | IL | State |
| ZIP Code | 60093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | THERAPIES | ServicesDesc |
| Compensation | $1,908,935 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $828,595 | RelatedOrganizationsAmt |
| Total Contributions | $828,595 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT REVENUE | 623000 | $30,961,057 | $30,961,057 |
| HOME CARE | 621610 | $941,152 | $941,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,902,209 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,497,588 | TotalRevenueColumnAmt |
| Exclusion | $1,497,588 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,745 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,745 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,745 | TotalRevenueColumnAmt |
| Exclusion | $9,745 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,487,465 | SecuritiesAmt |
| Other | $525 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,487,465 | SecuritiesAmt |
| Other | $525 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,487,990 | TotalRevenueColumnAmt |
| Exclusion | $2,487,990 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,659 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,597 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,062 | TotalRevenueColumnAmt |
| Exclusion | $2,062 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MANAGEMENT FEE INCOME | 541200 | $1,265,543 | $1,265,543 | |
| BUILDING LEASE REVENUE | 623000 | $275,000 | $275,000 | |
| CHILD DAY CARE | 624410 | $200,709 | $200,709 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $304,100 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $159,892 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $18,271 | UnrelatedBusinessRevenueAmt |
| Exclusion | $125,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,045,352 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,773,541 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,602,644 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $18,271 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,324,031 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,821 | TotalAmt |
| Program Services | $207,821 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,438 | TotalAmt |
| Management And General | $382,438 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,812,897 | TotalAmt |
| Program Services | $13,448,931 | ProgramServicesAmt |
| Management And General | $2,363,966 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,079 | TotalAmt |
| Program Services | $265,961 | ProgramServicesAmt |
| Management And General | $199,118 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,091,475 | TotalAmt |
| Program Services | $2,914,623 | ProgramServicesAmt |
| Management And General | $176,852 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,875 | TotalAmt |
| Program Services | $935,796 | ProgramServicesAmt |
| Management And General | $135,079 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,939 | TotalAmt |
| Management And General | $34,939 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,150 | TotalAmt |
| Management And General | $74,150 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,778 | TotalAmt |
| Management And General | $191,778 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,172,940 | TotalAmt |
| Program Services | $1,591,463 | ProgramServicesAmt |
| Management And General | $581,477 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,757 | TotalAmt |
| Program Services | $102,362 | ProgramServicesAmt |
| Management And General | $31,395 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,533 | TotalAmt |
| Program Services | $306,200 | ProgramServicesAmt |
| Management And General | $203,333 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,166,415 | TotalAmt |
| Program Services | $2,166,415 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,257 | TotalAmt |
| Program Services | $31,782 | ProgramServicesAmt |
| Management And General | $79,475 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,659 | TotalAmt |
| Program Services | $937,659 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,677,810 | TotalAmt |
| Program Services | $3,677,810 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,756 | TotalAmt |
| Management And General | $380,756 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $3,103,511 | $3,079,842 | $23,669 |
| FOOD | $1,338,854 | $1,338,854 | |
| WORKMENS COMPENSATION | $502,163 | $502,163 | |
| EQUIPMENT AND RENTAL MA | $297,354 | $279,292 | $18,062 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,204 | TotalAmt |
| Program Services | $440,374 | ProgramServicesAmt |
| Management And General | $190,830 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,294,665 | TotalAmt |
| Program Services | $31,725,185 | ProgramServicesAmt |
| Management And General | $5,569,480 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,117 | BOYAmt |
| EOY | $704,537 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,106,182 | BOYAmt |
| EOY | $2,408,338 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,885 | BOYAmt |
| EOY | $65,946 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,208 | BOYAmt |
| EOY | $268,244 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,107,715 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,246,444 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,554,143 | BOYAmt |
| EOY | $39,861,271 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,729,275 | BOYAmt |
| EOY | $47,304,689 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,662,741 | BOYAmt |
| EOY | $4,233,679 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,770,551 | BOYAmt |
| EOY | $94,846,704 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,869,742 | BOYAmt |
| EOY | $3,404,872 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,029,240 | BOYAmt |
| EOY | $17,003,139 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,049,750 | BOYAmt |
| EOY | $33,510,316 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,881,309 | BOYAmt |
| EOY | $2,642,702 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,777,360 | BOYAmt |
| EOY | $11,802,864 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,607,401 | BOYAmt |
| EOY | $68,363,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,993,046 | BOYAmt |
| EOY | $26,482,811 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,104 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,163,150 | BOYAmt |
| EOY | $26,482,811 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,770,551 | BOYAmt |
| EOY | $94,846,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,478,876 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$159,215 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 Minus2 Years | $89,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $828,595 | CurrentTaxYearAmt |
| Total | $996,883 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,680,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,320,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,907,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,086,773 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,909,868 | CurrentTaxYearAmt |
| Total | $157,905,345 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,680,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,320,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,996,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,165,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,738,463 | CurrentTaxYearAmt |
| Total | $158,902,228 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $158,902,228 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,211,467 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,447,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,461,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,581,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,507,333 | CurrentTaxYearAmt |
| Total | $7,209,478 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,211,467 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,447,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,461,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,581,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,507,333 | CurrentTaxYearAmt |
| Total | $7,209,478 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,300,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,407,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,256,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,333,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,045,352 | CurrentTaxYearAmt |
| Total | $7,342,992 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,192,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,175,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,713,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,081,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,291,148 | CurrentTaxYearAmt |
| Total | $173,454,698 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91610 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92030 | PublicSupportPY509Pct |
| Investment Income CY | 0.04160 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04090 | 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 | $1,395,786 | OtherCostOrOtherBasisAmt |
| Book Value | $1,395,786 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,058,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,537,759 | DepreciationAmt |
| Book Value | $35,520,633 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,417,878 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,656,045 | DepreciationAmt |
| Book Value | $1,761,833 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,235,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,052,640 | DepreciationAmt |
| Book Value | $1,183,019 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,861,271 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG-TERM REFUNDS PAYABLE | $9,675,441 |
| RESIDENT PERSONAL FUNDS LIABILITY | $32,543 |
| REFUNDS PAYABLE | $568,457 |
| ADVANCE DEPOSITS | $299,111 |
| RESIDENT ESCROWS | $263,399 |
| OTHER PAYABLES | $275,366 |
| CHECKS IN EXCESS OF DEPOSITS | $688,547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,802,864 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 2014 AND 2013. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | 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. | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $207,821 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEE B SYRIA | ||||||||||||||
| PRESIDENT/CEO | $206,974 | $0 | $0 | $0 | $0 | $0 | $29,899 | $0 | $1,807 | $0 | $238,680 | $0 | $0 | $0 |
| GARY W SHULL | ||||||||||||||
| VP - FINANCE | $173,497 | $0 | $0 | $0 | $0 | $0 | $26,695 | $0 | $1,614 | $0 | $201,806 | $0 | $0 | $0 |
| SCOTT A SHELDON | ||||||||||||||
| MEDICAL DIRECTOR | $208,472 | $0 | $0 | $0 | $0 | $0 | $18,801 | $0 | $5,234 | $0 | $232,507 | $0 | $0 | $0 |
| JOYCE B CLINE | ||||||||||||||
| DIRECTOR OF DEVELOPMENT & PR | $171,618 | $0 | $0 | $0 | $0 | $0 | $15,498 | $0 | $1,119 | $0 | $188,235 | $0 | $0 | $0 |
| STEPHEN T PATERSON | ||||||||||||||
| VP OF COMPLIANCE & EDUCATION | $150,021 | $0 | $0 | $0 | $0 | $0 | $22,603 | $0 | $4,871 | $0 | $177,495 | $0 | $0 | $0 |
| AIMEE N REIMANN | ||||||||||||||
| PACE/VP OF OPERATIONS | $146,868 | $0 | $0 | $0 | $0 | $0 | $18,247 | $0 | $3,212 | $0 | $168,327 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NC MEDICAL CARE COMMISSION | ||||||||
| A | 521309402 | 65820YEH5 | 2005-04-21 | $18,723,911 | TO REFUND PRIOR ISSUE OF BONDS AND TO FINANCE EXPANSION PROJECTS. | 0 | 0 | 0 |
| NC MEDICAL CARE COMMISSION | ||||||||
| B | 521309402 | 2010-12-21 | $23,225,000 | TO REFUND PRIOR ISSUE OF BONDS AND FINANCE RENOVATIONS AT PIEDMONT CROSSING. | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,975,000 | $18,723,911 | $16,841,213 | $374,478 | $1,503,242 | $4,978 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $1,170,000 | $23,225,000 | $15,155,101 | $353,708 | $7,716,191 | 2012 | Yes (1) | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBEMARLE OLDER ADULT HOUSING INC | |||||||||||
| 411 SOUTH FOURTH STREET | ALBEMARLE | NC | 28001 | 800030872 | PROVIDING AFFORDABLE HOUSING TO SENIOR CITIZENS | NC | 501(C)(3) | LINE 9 | N/A | 0 | |
| CAROLINA SENIOR LIVING | |||||||||||
| 100 LEONARD AVENUE | NEWTON | NC | 28658 | 454956541 | PROVIDING AFFORDABLE HOUSING TO SENIOR CITIZENS | NC | 501(C)(3) | LINE 9 | N/A | 0 | |
| CAROLINA SENIORCARE | |||||||||||
| 100 LEONARD AVENUE | NEWTON | NC | 28658 | 274450562 | PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY | NC | 501(C)(3) | LINE 3 | N/A | 0 | |
| LAKE PRINCE CENTER | |||||||||||
| 100 LEONARD AVENUE | NEWTON | NC | 28658 | 562151716 | CONTINUING CARE RETIREMENT COMMUNITY | NC | 501(C)(3) | LINE 9 | N/A | 0 | |
| NEW BERN OLDER ADULT HOUSING INCORPORATE | |||||||||||
| 3800 LOFLAND WAY | NEW BERN | NC | 28562 | 562133316 | PROVIDING AFFORDABLE HOUSING TO SENIOR CITIZENS | NC | 501(C)(3) | LINE 9 | N/A | 0 | |
| STATESVILLE ELDERLY HOUSING INC | |||||||||||
| 700 WILS WAY | STATESVILLE | NC | 28677 | 562192096 | PROVIDING AFFORDABLE HOUSING TO SENIOR CITIZENS | NC | 501(C)(3) | LINE 9 | N/A | 0 | |
| UCC LIVING CENTERS INCORPORATED | |||||||||||
| 103 CULBREATH ROAD | CHAPEL HILL | NC | 27516 | 561964906 | PROVIDING AFFORDABLE HOUSING TO SENIOR CITIZENS | NC | 501(C)(3) | LINE 9 | N/A | 0 | |
| UNITED CHURCH HOMES AND SERVICES FOUNDATION | |||||||||||
| 100 LEONARD AVENUE | NEWTON | NC | 28658 | 562243082 | FUND AND SUPPORT THE OPERATIONS & PROGRAMS OF UCHS | NC | 501(C)(3) | LINE 11A, I | Yes (1) | UNITED CHURCH HOMES AND SERVICES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| ALBEMARLE OLDER ADULT HOUSING INC | |
| O | $55,418 |
| CAROLINA SENIORCARE | |
| D | $1,863,402 |
| CAROLINA SENIORCARE | |
| O | $2,570,990 |
| LAKE PRINCE CENTER | |
| E | $1,904,041 |
| LAKE PRINCE CENTER | |
| L | $674,312 |
| LAKE PRINCE CENTER | |
| O | $3,139,354 |
| NEW BERN OLDER ADULT HOUSING INCORPORATED | |
| D | $116,100 |
| NEW BERN OLDER ADULT HOUSING INCORPORATED | |
| O | $127,578 |
| STATESVILLE ELDERLY HOUSING INC | |
| O | $67,082 |
| UCC LIVING CENTERS INCORPORATED | |
| O | $80,091 |
| UNITED CHURCH HOMES AND SERVICES FOUNDATION | |
| C | $828,595 |
| UNITED CHURCH HOMES AND SERVICES FOUNDATION | |
| D | $2,455,099 |
| UNITED CHURCH HOMES AND SERVICES FOUNDATION | |
| O | $242,371 |
| CAROLINA SENIOR LIVING | |
| E | $129,861 |
| LAKE PRINCE CENTER | |
| E | $14,464 |
Comments