2014-02-15T09:28:54-06:00 2013-09-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2012-10-01 566056582 UNITED CHURCH HOMES AND SERVICES UNIT 8284658006 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA 8284658006 2014-02-10 1 LORY H KELLEY P00431638 3362944494 2014-02-10 2012 2015-11-30 17:44:51Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 34553954 0 X WWW.UCHAS.ORG X 1961 NC THE ORGANIZATION OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES IN NORTH CAROLINA. 19 19 734 217 22566 -56542 89150 79138 31868799 31076817 1493892 2046994 1291589 1340598 34743430 34543547 256017 167000 0 0 20263576 19049993 0 0 0 16576362 16335574 37095955 35552567 -2352525 -1009020 92363749 92770551 59776674 67607401 32587075 25163150 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 28463879 167000 32007548 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. 28463879 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 55 0 1 734 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 1.00 X X 0 0 0 J RAY DEAL 1.00 X X 0 0 0 MARK L BURNS 1.00 X X 0 0 0 ANTHONY J BRANCH 1.00 X X 0 0 0 LINDA J MORRIS 1.00 X X 0 0 0 GREGORY M ALCORN 1.00 X X 0 0 0 JIM BUCHANAN 1.00 X 0 0 0 DANIEL F DAGENHART 1.00 X 0 0 0 NAOMI Y EAST 1.00 X 0 0 0 WALTER HOFFMAN 1.00 X 0 0 0 RALPH L HOWELL JR 1.00 X 0 0 0 PARKER D HOWELL III 1.00 X 0 0 0 KATHIE JOHNSON 1.00 X 0 0 0 JOAN MARSH 1.00 X 0 0 0 KELEY MCCLEAVE 1.00 X 0 0 0 RANDY ORWIG 1.00 X 0 0 0 MARK W SIGMON 1.00 X 0 0 0 DARRELL SLUDER 1.00 X 0 0 0 BRAD THIE 1.00 X 0 0 0 LEE B SYRIA 40.00 X 182834 0 27518 GARY W SHULL 40.00 X 165286 0 25850 JOYCE B CLINE 40.00 X 160727 0 15969 STEPHEN T PATERSON 40.00 X 146631 0 27211 AIMEE N REIMANN 40.00 X 145677 0 20480 DONNA B SPRINKLE 40.00 X 128069 0 21972 ELIZABETH B WHITE 40.00 X 123960 0 4518 DOUGLAS J FLEEGLE 40.00 X 211695 0 6525 1264879 0 150043 13 1 1 0 SELECT REHABILITATION INC 550 FRONTAGE ROAD NORTHFIELD IL 60093 THERAPIES 1951416 1 79138 79138 RESIDENT REVENUE 623000 30306230 30306230 HOME CARE 621610 770587 770587 31076817 1574539 1574539 7405 0 7405 7405 7405 471955 500 0 0 471955 500 472455 472455 9956 10407 -451 -451 MANAGEMENT FEE INCOME 541200 768626 768626 CHILD DAY CARE 624410 228349 228349 MEAL SALES/VENDING 722210 131414 131414 205255 162105 22566 20584 1333644 34543547 32007548 22566 2434295 167000 167000 349735 349735 14886756 10983388 3903368 483769 483769 2094231 2094231 1235502 1235502 52327 52327 72588 72588 185562 185562 1174810 970076 204734 113896 113896 1673910 1673910 111034 20946 90088 30180 30180 1044354 1044354 3737915 3737915 510138 510138 SUPPLIES 4008501 3928419 80082 FOOD 1466874 1466874 EQUIPMENT AND RENTAL MA 435874 89627 346247 WORKERS COMPENSATION CL 337357 6395 330962 1380254 561473 818781 35552567 28463879 7088688 0 841396 303117 1421834 2106182 63467 75885 180668 339208 87160042 44605899 45921624 42554143 41839627 44729275 2095133 2662741 92363749 92770551 3119573 2869742 15463782 15029240 36294258 35049750 3705708 2881309 1193353 11777360 59776674 67607401 X 32369085 24993046 217990 170104 32587075 25163150 92363749 92770551 X -1009020 2275042 -8689947 0 X 0 1 X 1 0 X 89150 79138 168288 30833512 30680734 32320936 31907034 31086773 156828989 30833512 30680734 32320936 31996184 31165911 156997277 0 0 0 156997277 1267957 1211467 1447412 1461322 1581944 6970102 1267957 1211467 1447412 1461322 1581944 6970102 1336981 1300624 1407094 1256278 1333644 6634621 33438450 33192825 35175442 34713784 34081499 170602000 0.92030 0.91960 0.04090 0.04110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1395786 1395786 74760602 36468685 38291917 7259438 5300459 1958979 3744216 2836755 907461 42554143 LONG-TERM REFUNDS PAYABLE 10364835 RESIDENT PERSONAL FUNDS LIABILITY 35514 REFUNDS PAYABLE 33885 ADVANCE DEPOSITS 359951 RESIDENT ESCROWS 419805 OTHER PAYABLES 115137 CHECKS IN EXCESS OF DEPOSITS 448233 11777360 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2013 AND 2012. 1 BENEVOLENT ASSISTANCE FOR RESIDENTS WHO ARE UNABLE TO PAY FOR CONTINUING CARE AT THE RESIDENTIAL FACILITIES OPERATED BY UNITED CHURCH HOMES AND SERVICES. NINE PRIMARY RESIDENTS RECEIVED BENEVOLENT FUNDS, AND MANY RESIDENTS RECEIVED BLOCK GRANTS. BLOCK GRANTS ARE ASSISTANCE PROVIDED TO MULTIPLE RESIDENTS IN NEED. 7 167000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 0 0 0 0 0 0 0 0 0 LEE B SYRIA 182834 0 0 0 0 0 26136 0 1382 0 210352 0 0 0 GARY W SHULL 165286 0 0 0 0 0 24468 0 1382 0 191136 0 0 0 JOYCE B CLINE 160727 0 0 0 0 0 14821 0 1148 0 176696 0 0 0 STEPHEN T PATERSON 146631 0 0 0 0 0 21876 0 5335 0 173842 0 0 0 AIMEE N REIMANN 145677 0 0 0 0 0 17037 0 3443 0 166157 0 0 0 DONNA B SPRINKLE 128069 0 0 0 0 0 18529 0 3443 0 150041 0 0 0 DOUGLAS J FLEEGLE 211695 0 0 0 0 0 5863 0 662 0 218220 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 6085000 18723911 16841213 374478 1503242 4978 2007 1 0 1 1 B 495000 23225000 15155101 353708 7641117 75074 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 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 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. PRIOR PERIOD ADJUSTMENT FORM 990, PART XI, LINE 8: DURING THE YEAR ENDED SEPTEMBER 30, 2013, UNITED CHURCH HOMES AND SERVICES ADOPTED ACCOUNTING STANDARDS UPDATE 2012-1, CONTINUING CARE RETIREMENT COMMUNITIES - REFUNDABLE ADVANCE FEES. THE PURPOSE OF THIS UPDATE IS TO CLARIFY THE ACCOUNTING AND REPORTING TREATMENT OF ADVANCED FEES WHERE THE CONTRACT STIPULATES THAT A PORTION OF THE ADVANCED FEE IS REFUNDABLE TO THE RESIDENT. UNDER THIS CHANGE IN ACCOUNTING PRINCIPLE, THE ORGANIZATION'S SEPTEMBER 30, 2012 FINANCIAL POSTION INCREASED REFUNDS PAYABLE LIABILITY AND DECREASED DEFERRED REVENUES, NET ASSETS, AND AMORTIZATION OF ADVANCE FEES RESULTING IN A PRIOR PERIOD ADJUSTMENT OF $-8,689,947. 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 75794 CAROLINA SENIORCARE D 1347395 CAROLINA SENIORCARE O 1682369 LAKE PRINCE CENTER E 2898332 LAKE PRINCE CENTER L 661070 LAKE PRINCE CENTER O 3136796 NEW BERN OLDER ADULT HOUSING INCORPORATED D 116100 NEW BERN OLDER ADULT HOUSING INCORPORATED O 96473 STATESVILLE ELDERLY HOUSING INC O 68835 UCC LIVING CENTERS INCORPORATED O 84805 UNITED CHURCH HOMES AND SERVICES FOUNDATION C 79138 UNITED CHURCH HOMES AND SERVICES FOUNDATION D 2585824 UNITED CHURCH HOMES AND SERVICES FOUNDATION O 320253 CAROLINA SENIOR LIVING D 78918