2015-02-12T14:58:12-06:00 2014-09-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2013-10-01 566056582 UNITED CHURCH HOMES AND SERVICES UNIT 8284658006 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA PRESIDENT/CEO 8284658006 2015-02-06 1 LORY H KELLEY P00431638 3362944494 2015-02-05 2013 2016-02-25 16:41:14Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 38779138 0 X WWW.UCHAS.ORG X 1961 NC THE ORGANIZATION OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES IN NORTH CAROLINA. 19 19 753 201 18271 -64028 79138 828595 31076817 31902209 2046994 3985578 1340598 2057159 34543547 38773541 167000 207821 0 0 19049993 20822764 0 0 0 16335574 16264080 35552567 37294665 -1009020 1478876 92770551 94846704 67607401 68363893 25163150 26482811 X 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. 0 0 31725185 207821 33602644 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. 31725185 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 1 753 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 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 JEFFREY GILLIAM CHAIR 1.00 X X 0 0 0 J RAY DEAL 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 LINDA J MORRIS MEMBER-AT-LARGE 1.00 X X 0 0 0 GREGORY M ALCORN PAST BOARD CHAIR 1.00 X X 0 0 0 JIM BUCHANAN BOARD MEMBER 1.00 X 0 0 0 DANIEL F DAGENHART BOARD MEMBER 1.00 X 0 0 0 NAOMI Y EAST BOARD MEMBER 1.00 X 0 0 0 WALTER HOFFMAN BOARD MEMBER 1.00 X 0 0 0 RALPH L HOWELL JR 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 MARSH BOARD MEMBER 1.00 X 0 0 0 KELSEY MCCLEAVE BOARD MEMBER 1.00 X 0 0 0 RANDY ORWIG BOARD MEMBER 1.00 X 0 0 0 MARK W SIGMON BOARD MEMBER 1.00 X 0 0 0 DARRELL SLUDER BOARD MEMBER 1.00 X 0 0 0 BRAD THIE BOARD MEMBER 1.00 X 0 0 0 LEE B SYRIA PRESIDENT/CEO 40.00 X 206974 0 31706 GARY W SHULL VP - FINANCE 40.00 X 173497 0 28309 SCOTT A SHELDON MEDICAL DIRECTOR 40.00 X 208472 0 24035 JOYCE B CLINE DIRECTOR OF DEVELOPMENT & PR 40.00 X 171618 0 16617 STEPHEN T PATERSON VP OF COMPLIANCE & EDUCATION 40.00 X 150021 0 27474 AIMEE N REIMANN PACE/VP OF OPERATIONS 40.00 X 146868 0 21459 ELIZABETH B WHITE MARKETING 40.00 X 123518 0 6466 1180968 0 156066 14 0 1 0 SELECT REHABILITATION INC 550 FRONTAGE ROAD NORTHFIELD IL 60093 THERAPIES 1908935 1 828595 828595 RESIDENT REVENUE 623000 30961057 30961057 HOME CARE 621610 941152 941152 31902209 1497588 1497588 9745 0 9745 9745 9745 2487465 525 0 0 2487465 525 2487990 2487990 7659 5597 2062 2062 MANAGEMENT FEE INCOME 541200 1265543 1265543 BUILDING LEASE REVENUE 623000 275000 275000 CHILD DAY CARE 624410 200709 200709 304100 159892 18271 125937 2045352 38773541 33602644 18271 4324031 207821 207821 382438 382438 15812897 13448931 2363966 465079 265961 199118 3091475 2914623 176852 1070875 935796 135079 34939 34939 74150 74150 191778 191778 2172940 1591463 581477 133757 102362 31395 509533 306200 203333 2166415 2166415 111257 31782 79475 937659 937659 3677810 3677810 380756 380756 SUPPLIES 3103511 3079842 23669 FOOD 1338854 1338854 WORKMENS COMPENSATION 502163 502163 EQUIPMENT AND RENTAL MA 297354 279292 18062 631204 440374 190830 37294665 31725185 5569480 0 303117 704537 2106182 2408338 75885 65946 339208 268244 88107715 48246444 42554143 39861271 44729275 47304689 2662741 4233679 92770551 94846704 2869742 3404872 15029240 17003139 35049750 33510316 2881309 2642702 11777360 11802864 67607401 68363893 X 24993046 26482811 170104 0 25163150 26482811 92770551 94846704 1478876 -159215 0 X 0 1 X 1 0 X 89150 79138 828595 996883 30680734 32320936 31907034 31086773 31909868 157905345 30680734 32320936 31996184 31165911 32738463 158902228 0 0 0 158902228 1211467 1447412 1461322 1581944 1507333 7209478 1211467 1447412 1461322 1581944 1507333 7209478 1300624 1407094 1256278 1333644 2045352 7342992 33192825 35175442 34713784 34081499 36291148 173454698 0.91610 0.92030 0.04160 0.04090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1395786 1395786 75058392 39537759 35520633 7417878 5656045 1761833 4235659 3052640 1183019 39861271 LONG-TERM REFUNDS PAYABLE 9675441 RESIDENT PERSONAL FUNDS LIABILITY 32543 REFUNDS PAYABLE 568457 ADVANCE DEPOSITS 299111 RESIDENT ESCROWS 263399 OTHER PAYABLES 275366 CHECKS IN EXCESS OF DEPOSITS 688547 11802864 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 2014 AND 2013. 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 207821 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 206974 0 0 0 0 0 29899 0 1807 0 238680 0 0 0 GARY W SHULL VP - FINANCE 173497 0 0 0 0 0 26695 0 1614 0 201806 0 0 0 SCOTT A SHELDON MEDICAL DIRECTOR 208472 0 0 0 0 0 18801 0 5234 0 232507 0 0 0 JOYCE B CLINE DIRECTOR OF DEVELOPMENT & PR 171618 0 0 0 0 0 15498 0 1119 0 188235 0 0 0 STEPHEN T PATERSON VP OF COMPLIANCE & EDUCATION 150021 0 0 0 0 0 22603 0 4871 0 177495 0 0 0 AIMEE N REIMANN PACE/VP OF OPERATIONS 146868 0 0 0 0 0 18247 0 3212 0 168327 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 A 6975000 18723911 16841213 374478 1503242 4978 2007 1 0 1 1 B 1170000 23225000 15155101 353708 7716191 2012 1 0 0 1 A 0 0 0 0 0 0 0 B 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 A 0 B 0 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. 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 UNITED CHURCH HOMES AND SERVICES 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ALBEMARLE OLDER ADULT HOUSING INC O 55418 CAROLINA SENIORCARE D 1863402 CAROLINA SENIORCARE O 2570990 LAKE PRINCE CENTER E 1904041 LAKE PRINCE CENTER L 674312 LAKE PRINCE CENTER O 3139354 NEW BERN OLDER ADULT HOUSING INCORPORATED D 116100 NEW BERN OLDER ADULT HOUSING INCORPORATED O 127578 STATESVILLE ELDERLY HOUSING INC O 67082 UCC LIVING CENTERS INCORPORATED O 80091 UNITED CHURCH HOMES AND SERVICES FOUNDATION C 828595 UNITED CHURCH HOMES AND SERVICES FOUNDATION D 2455099 UNITED CHURCH HOMES AND SERVICES FOUNDATION O 242371 CAROLINA SENIOR LIVING E 129861 LAKE PRINCE CENTER E 14464