2014-02-15T11:49:08-06:00 2013-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2012-07-01 561381671 UNITED METHODIST AGENCY FOR THE RETARDED WESTERN NORTH CAROLINA INC UNIT 7048751328 PO BOX 1558 HUNTERSVILLE NC 280701558 MARILYN GARNER 7048751328 2014-02-18 1 PAULA P TILLEY P00051456 7043770239 2014-02-18 2012 2015-11-30 17:44:51Z MARILYN GARNER PO BOX 1558 HUNTERSVILLE NC 280701558 8517673 0 X WWW.UMARINFO.COM X 1983 NC UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. 14 8 342 225 0 0 852373 1854072 6682947 6560628 13248 12318 137775 74916 7686343 8501934 0 0 0 0 5148841 5134927 0 0 323629 2574484 2385562 7723325 7520489 -36982 981445 7932025 7665369 2005351 697801 5926674 6967568 UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. 0 0 4414570 5220338 RESIDENTIAL SERVICES: RESIDENTIAL SERVICES PROVIDES GROUP HOME SERVICES, SUPPORTED APARTMENT SERVICES, IN-HOME SERVICES, COMMUNITY ALTERNATIVE PROGRAM SERVICES AND DEVELOPMENTAL THERAPY SERVICES FOR APPROXIMATELY 200 DEVELOPMENTALLY DISABLED ADULTS. UMAR PROVIDES 24 HOUR CARE FOR ITS RESIDENTS. 1549273 1340290 DAY PROGRAM SERVICES: PROVIDE VOCATIONAL SERVICES IN ROCKINGHAM COUNTY. OPPORTUNITIES INCLUDE HORTICULTURE, MOBILE WORK CREWS, ARTS PROGRAM AND PRODUCTION SERVICES. ALTERNATIVE VOCATIONAL SERVICES ARE ALSO AVAILABLE FOR INDIVIDUALS WHO DO NOT NEED OR WANT REGULAR EMPLOYMENT. THESE INDIVIDUALS HAVE AN OPTION TO ATTEND OUR ARTS PROGRAM WHERE THEIR CREATIVITY IS NURTURED AND ENCOURAGED THROUGH MULTIPLE ARTISTIC MEDIUMS. AT THE END OF THIS PROGRAM THE INDIVIDUALS HAVE THE OPTION TO SELL THEIR ART. SUPPORTED EMPLOYEMENT HELPS INDIVIDUALS FIND EMPLOYMENT. 5963843 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 20 0 1 342 1 0 0 0 0 0 1 1 0 0 0 0 X 14 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 1 0 NC X X TERAN MORROW CAO 7046597640 PO BOX 1558 HUNTERSVILLE NC 28070 MAX DANIEL 0.50 X X 0 0 0 ADAM DUNAWAY 0.50 X 0 0 0 ED IMBROGNO 0.50 X X 0 0 0 GINGER KELLY 0.50 X 0 0 0 CAROLYN MIDDLEBROOKS 0.50 X 0 0 0 LIZ DUNAWAY 0.50 X 0 0 0 TOM LAWSON 0.50 X 0 0 0 DAN SELLERS 0.50 X 0 0 0 REV AARON MOSS 0.50 X 0 0 0 THERESA HALL 0.50 X 0 0 0 BOB KING 0.50 X 0 0 0 TOM HOLLOWELL 0.50 X 0 0 0 MORRY JOHNSTON 0.50 X 0 0 0 JIM COCHRAN 0.50 X 0 0 0 ANN CHURCH 50.00 X 103417 0 5765 TERAN MORROW 50.00 X 81951 0 5762 CHRISTINE GIBNEY 50.00 X 17118 0 1456 202486 0 12983 1 0 0 0 0 235138 1618934 41794 1854072 GROUP HOME OPERATIONS 624100 5220338 5220338 DAY PROGRAMS 624100 1340290 1340290 6560628 12318 12318 53200 235138 15739 37461 37461 INSURANCE REIMBURSEMEN 624100 37455 37455 37455 8501934 6598083 0 49779 237204 138156 93876 5172 3943010 3311898 446641 184471 603521 500640 74449 28432 351192 297187 38226 15779 23235 8278 14616 341 30249 10776 19028 445 72431 25804 45561 1066 6713 6713 111218 95325 13268 2625 534612 251068 272203 11341 166764 152408 9092 5264 23339 6874 7562 8903 5280 4697 583 224072 204002 19831 239 92724 72433 19479 812 AUTO LEASE & EXPENSES 348362 335292 12921 149 FOOD 217138 217138 REPAIRS & MAINTENANCE 151409 143412 7997 MISCELLANEOUS EXPENSE 129328 64149 49016 16163 248688 124306 88668 35714 7520489 5963843 1233017 323629 308778 351871 1199311 2031064 146215 139619 465409 816414 10000 81701 74370 48122 5938582 2234566 5137341 3704016 486899 550870 22001 23393 7932025 7665369 586841 596036 1418510 101765 2005351 697801 X 4670314 5764924 1045796 992080 210564 210564 5926674 6967568 7932025 7665369 X 981445 56980 3940 2469 -3940 X 0 1 X 0 0 X 815619 492419 720519 852373 1854072 4735002 815619 492419 720519 852373 1854072 4735002 1175256 3559746 13299 6864 4511 6101 12318 43093 278904 75611 137775 37455 529745 5307840 31477022 0.67070 0.77620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 486899 12352 56980 264 5097 550870 474865 5900 10897 4763 486899 387130 87735 474865 351609 35521 387130 351609 351609 0.38000 0.62000 1 0 207725 207725 4881659 1608477 3273182 623254 478945 144309 225944 147144 78800 3704016 FOUNDATION FOR THE CAROLINAS 5993 F UNITED METHODIST FOUNDATION 544877 F 550870 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR CAPITAL IMPROVEMENTS AND GENERAL DAY TO DAY OPERATIONS OF THE ORGANIZATIONS FACILITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION AND THE COMMUNITY HOMES ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. AS OF JUNE 30, 2013, THE TAX YEARS ENDED JUNE 30, 2010 THROUGH 2013 WERE OPEN FOR POTENTIAL EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2013 AND 2012. GOLF EVENT 60200 7000 53200 8074 200 3781 LUNCHEONS 228138 228138 1345 2339 288338 235138 53200 8074 1545 6120 15739 37461 X 5 28122 FAIR MARKET VALUE X 15 4457 X SPECIAL EVENTS 8 2210 FAIR MARKET VALUE X OFFICE FURNITURE 7 2435 FAIR MARKET VALUE X SUPPLIES 6 624 FAIR MARKET VALUE X MISCELLANEOUS 7 4102 FAIR MARKET VALUE 0 0 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION SELLS DONATED SECURITIES THROUGH MERRILL LYNCH. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY A MEMBER OF THE BOARD AND PRESIDENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWED LIKE POSITIONS ACROSS SIMILAR ORGANIZATIONS WITH SIZE TAKEN INTO CONSIDERATION. THE BOARD THEN ESTABLISHED PAY FOR THE CEO AND OTHER LEADERSHIP TEAM MEMBERS BASED ON THAT INFORMATION. THE BOARD OF DIRECTORS AND COMPENSATION COMMITTEE THEN APPROVES THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT THE OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: DONATED SERVICES -3,940. WESTERN NORTH CAROLINA COMMUNITY HOMES #1 INC PO BOX 1558 HUNTERSVILLE NC 280701558 581738203 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC PO BOX 1558 HUNTERSVILLE NC 280701558 581738204 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC PO BOX 1558 HUNTERSVILLE NC 280701558 581677841 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC PO BOX 1558 HUNTERSVILLE NC 280701558 582019040 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC PO BOX 1558 HUNTERSVILLE NC 280701558 582115472 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC PO BOX 1558 HUNTERSVILLE NC 280701558 561908238 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC PO BOX 1558 HUNTERSVILLE NC 280701558 562132193 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC PO BOX 1558 HUNTERSVILLE NC 280701558 300147138 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC PO BOX 1558 HUNTERSVILLE NC 280701558 205079465 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC PO BOX 1558 HUNTERSVILLE NC 280701558 261642311 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 WESTERN NORTH CAROLINA COMMUNITY HOMES #1 INC K 22616 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #1 INC L 10083 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC K 14813 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC L 5399 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC K 21885 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC L 6079 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC K 18294 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC L 4236 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC K 19151 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC L 11337 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC K 21174 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC L 3102 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC K 17472 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC L 4641 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC K 17571 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC L 5989 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC K 16424 CASH WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC L 4714 CASH WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC K 25569 CASH WESTERN NORTH CAROLINA COMMUNITY APARTMENTS #1 INC L 7332 CASH TRANSACTIONS WITH RELATED PARTIES 990, SCHEDULE R, PART V THE ORGANIZATION PAYS VARIOUS RELATED ORGANIZATIONS TO HOUSE AND PROVIDE OTHER SERVICES FOR THEIR CLIENTS.