UNITED METHODIST MANOR OF THE PEE DEE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST MANOR OF THE PEE DEE (EIN 57-0762944)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201412279349302706
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T10:51:25-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570776381 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBSTERROGERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 SECOND LOOP ROAD | AddressLine1 |
| City | FLORENCE | City |
| State | SC | State |
| ZIP Code | 29505 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570762944 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST MANOR OF THE PEE DEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 8436640700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 TWIN CHURCH ROAD | AddressLine1 |
| City | FLORENCE | City |
| State | SC | State |
| ZIP Code | 29501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERESSA L TABOR | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8436640700 | Phone |
| Date Signed | 2014-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHARON C NORRIS CPA | Name |
| PTIN | P00106174 | PTIN |
| Phone | 8436655900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN ORR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 TWIN CHURCH ROAD | AddressLine1 |
| City | FLORENCE | City |
| State | SC | State |
| ZIP Code | 29501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8224819 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT AND MAINTAIN A RETIREMENT COMMUNITY FOR SENIORS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 269 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 83487 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 110959 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8761962 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7937661 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 85371 | InvestmentIncomePriorYear |
| Investment Income Current Year | 60433 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8930820 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8109053 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3797599 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3656868 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4977667 | OtherExpensePriorYear |
| Other Expenses Current Year | 5052370 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8775266 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8709238 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 155554 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -600185 | RevenuesLessExpensesCY |
| Total Assets BOY | 18431796 | TotalAssetsBOY |
| Total Assets EOY | 17653342 | TotalAssetsEOY |
| Total Liabilities BOY | 18216058 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17761814 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 215738 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -108472 | NetAssetsOrFundBalancesEOY |
| Mission Description | SUPPORT AND MAINTAIN A RETIREMENT COMMUNITY FOR THE SENIORS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7335592 | Expense |
| Revenue | 7937661 | Revenue |
| Description | TO ESTABLISH, SUPPORT, MAINTAIN, AND OPERATE, ON A NON-PROFIT BASIS, A RETIREMENT CENTER FOR THE ELDERLY, TOGETHER WITH RELATED SERVICES. | Description |
| Total Program Service Expense | 7335592 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 269 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERESSA L TABOR EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8436640700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 TWIN CHURCH ROAD | AddressLine1 |
| City | FLORENCE | City |
| State | SC | State |
| ZIP Code | 29501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JOHN D ORR | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JOHN W HIPP | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| LARRY W RODEFFER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| W GORDON TIMMONS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| J MICHAEL ARANT | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| RAYMOND ALLEN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| ROBERT B CLEMONS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| STANLEY GIBBONS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| GILBERT MOREHEAD | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| JACK WASHINGTON | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| SAM CLARKSON | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| WILLIAM M GORDON | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| VICTOR ROWELL | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| LAURENCE MCINTOSH | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| ART JUSTICE | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| MARVIN OWEN | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| ANN WANSLEY | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| JANE MILEY | ||||||
| EX-OFFICIO | 0.00 | X | 0 | 0 | 0 | |
| JOSH BLACKWELDER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| J RENE JOSEY | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| TERESSA L TABOR | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 110672 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 110672 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RETIREMENT LIVING ASSOCIATES INC | |||||
| 2304 WESVILL COURT SUITE 310 | RALEIGH | NC | 27607 | MANAGEMENT & BOOKKEEPING | 484016 |
| SOUTHEASTERN LAWN CARE | |||||
| 1081 GEORGEANNA LANE | DARLINGTON | SC | 29532 | LAWN MAINTENANCE | 106214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 110959 | AllOtherContributions |
| Total Contributions | 110959 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETIREMENT CENTER FOR | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 7937661 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7937661 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7937661 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63912 | TotalRevenueColumn |
| Exclusion | $63,912 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 112287 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 115766 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -3479 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3479 | TotalRevenueColumn |
| Exclusion | -$3,479 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8109053 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7937661 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $60,433 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3341739 | Total |
| Program Services | 3041314 | ProgramServices |
| Management And General | 300425 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25067 | Total |
| Program Services | 23072 | ProgramServices |
| Management And General | 1995 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43206 | Total |
| Program Services | 5982 | ProgramServices |
| Management And General | 37224 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246856 | Total |
| Program Services | 224726 | ProgramServices |
| Management And General | 22130 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 472 | Total |
| Management And General | 472 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48479 | Total |
| Management And General | 48479 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57633 | Total |
| Program Services | 14104 | ProgramServices |
| Management And General | 43529 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69719 | Total |
| Program Services | 747 | ProgramServices |
| Management And General | 68972 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206589 | Total |
| Program Services | 181136 | ProgramServices |
| Management And General | 25453 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471970 | Total |
| Program Services | 395834 | ProgramServices |
| Management And General | 76136 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31388 | Total |
| Program Services | 24198 | ProgramServices |
| Management And General | 7190 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8296 | Total |
| Program Services | 6277 | ProgramServices |
| Management And General | 2019 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 554650 | Total |
| Program Services | 554650 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1373800 | Total |
| Program Services | 1373800 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| INSURANCE | 589554 | 431441 | 158113 |
| FOOD | 533179 | 532981 | 198 |
| MANAGEMENT FEES AND EXP | 479824 | 479824 | |
| EQUIPMENT RENTAL/MAINTE | 371845 | 343363 | 28482 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254972 | Total |
| Program Services | 181967 | ProgramServices |
| Management And General | 73005 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8709238 | Total |
| Program Services | 7335592 | ProgramServices |
| Management And General | 1373646 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600952 | BOY |
| EOY | 309065 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4941192 | BOY |
| EOY | 4697783 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130070 | BOY |
| EOY | 89170 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2277 | BOY |
| EOY | 29006 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 28450404 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16615038 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12064831 | BOY |
| EOY | 11835366 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 541440 | BOY |
| EOY | 559231 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151034 | BOY |
| EOY | 133721 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18431796 | BOY |
| EOY | 17653342 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114277 | BOY |
| EOY | 149460 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10350000 | BOY |
| EOY | 9750000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7751781 | BOY |
| EOY | 7862354 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18216058 | BOY |
| EOY | 17761814 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -306415 | BOY |
| EOY | -611550 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522153 | BOY |
| EOY | 503078 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215738 | BOY |
| EOY | -108472 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18431796 | BOY |
| EOY | 17653342 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -600185 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 275975 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 92273 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 131788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86539 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83487 | CurrentTaxYearMinus1Year |
| Current Tax Year | 110959 | CurrentTaxYear |
| Total | 505046 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7946807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8363935 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8677731 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8761962 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7937661 | CurrentTaxYear |
| Total | 41688096 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8039080 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8495723 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8764270 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8845449 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8048620 | CurrentTaxYear |
| Total | 42193142 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 23486 | CurrentTaxYear |
| Total | 23486 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 23486 | CurrentTaxYear |
| Total | 23486 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 42169656 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44552 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22766 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32467 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49417 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63912 | CurrentTaxYear |
| Total | 213114 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44552 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22766 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32467 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49417 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63912 | CurrentTaxYear |
| Total | 213114 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8083632 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8518489 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8796737 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8894866 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8112532 | CurrentTaxYear |
| Total | 42406256 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99440 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99340 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00500 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00640 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 278200 | OtherCostOrOtherBasis |
| Book Value | 278200 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28172204 | OtherCostOrOtherBasis |
| Depreciation | 16615038 | Depreciation |
| Book Value | 11557166 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11835366 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST PAYABLE | $45,127 |
| RESIDENT SECURITY DEPOSITS | $7,488,075 |
| ACCURED PAYROLL AND OTHER EXPENSES | $269,140 |
| SECURITY DEPOSITS PAYABLE | $60,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7862354 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8385028 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 275975 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 275975 | RevenueNotRptdF990 |
| Revenue Subtotal | 8109053 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8109053 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8709238 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8709238 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8709238 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS OF THE ORGANIZATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED TAX ISSUES BASED ON THE ORGANIZATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE ORGANIZATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE WERE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION UNDER THE INTERPRETATION. THE ORGANIZATION'S INCOME TAX RETURNS FOR YEARS SINCE 2009 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. |
| UNREALIZED GAINS OF $275,975 WERE INCLUDED IN THE AUDITED FINANCIAL REPORTS FOR THE UNITED METHODIST MANOR OF THE PEE DEE. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE UNITED METHODIST MANOR OF THE PEE DEE DELEGATED CONTROL OVER THE MANAGEMENT DUTIES TO RETIREMENT LIVING ASSOCIATES, INC. THE EXECUTIVE DIRECTOR(S) IS A PAID EMPLOYEE OF THE MANAGEMENT COMPANY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION AMOUNT PAID TO THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE UNITED METHODIST MANOR OF THE PEE DEE'S BOARD OF DIRECTORS AND THE MANAGEMENT COMPANY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNITED METHODIST MANOR OF THE PEE DEE HONORS THE REQUIREMENTS OF THE LAWS GOVERNING REQUESTS FOR SUCH DOCUMENTS FROM THE PUBLIC AND FEDERAL AND STATE AGENCIES. | |
| FORM 990, PART VII, SECTION 2C | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT FOR UNITED METHODIST MANOR OF THE PEE DEE. | OVERSIGHT OF AUDIT |
| FORM 990, PART VII, SECTION A | TERESSA L. TABOR, THE EXECUTIVE DIRECTOR FOR UNITED METHODIST MANOR OF THE PEE DEE (UMMPD), IS CONTRACTED THROUGH RETIREMENT LIVING ASSOCIATES INC. (RLA) AND IS CONSIDERED AN EMPLOYEE OF (RLA). (UMMPD) PAYS (RLA) FOR MANAGEMENT AND BOOKKEEPING SERVICES WHICH INCLUDES EXECUTIVE DIRECTOR FEES. FOR FISCAL YEAR 9/30/2013, (UMMPD) PAID $129,824 IN EXECUTIVE DIRECTOR'S FEES TO (RLA) AND TERESSA L. TABOR RECEIVED $110,672 IN SALARY SHOWN ON HER 2012 W-2 ISSUED FROM (RLA). |
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