2014-08-15T07:31:04-07:00 2013-12-31 990 2013-01-01 344429276 United Church Homes Inc UNIT 7403824885 170 East Center St Marion OH 43302 JOHN K RENNER SENIOR VP OF FINANCE AND BUSINESS S 7403824885 2014-06-25 2013 2015-11-30 17:44:51Z Rev Daniel 170 East Center St Marion OH 43302 67131361 false X www.unitedchurchhomes.org X 1920 OH See Page 2, Part III, Question 4a 21 20 1183 423 389698 795996 5772232 60092891 60064139 735748 1201693 0 61624635 67038064 0 0 30109574 31233094 0 800599 29501836 29956931 59611410 61190025 2013225 5848039 91028407 99219696 29002303 28207150 62026104 71012546 See Page 2, Part III, Question 4a false false 55386623 60486436 UNITED CHURCH HOMES (UCH) IS A CHARITABLE, NOT-FOR PROFIT ORGANIZATION WHICH OWNS AND OPERATES LONG-TERM CARE, LICENSED SKILLED NURSING COMMUNITIES, RESIDENTIAL SENIOR HOUSING, AND HANDICAPPED COMMUNITIES PRIMARILY FOR SENIORS AND OTHER DISABLED INDIVIDUALS. SEE ATTACHED SCHEDULE O FOR ORGANIZATION'S MISSION. 1374546 1572602 UNITED CHURCH HOMES (UCH) OFFERS AFFORDABLE HOUSING COMMUNITIES FOR RETIRED AND/OR DISABLED INDIVIDUALS. AS SPONSOR OF THESE LOW-INCOME HOUSING CORPORATIONS, UCH HELPS PROMOTE SAFE AND SECURE ENVIRONMENTS, WHICH ENCOURAGE INDEPENDENT LIVING FOR THEIR LOW-INCOME ELDERLY RESIDENTS. 389698 352471 UNITED CHURCH HOMES (UCH) OFFERS MANAGEMENT SERVICES TO HOUSING COMMUNITIES FOR RETIRED AND/OR DISABLED INDIVIDUALS. AS MANAGER OF THESE LOW-INCOME HOUSING CORPORATIONS, UCH HELPS PROMOTE SAFE AND SECURE ENVIRONMENTS FOR THE LOW-INCOME ELDERLY/DISABLED RESIDENTS.. 57150867 true true false false false false false false false true true false true true true false true true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 102 0 false 1183 true true true false false false false true true false false false false false false false false false X 21 20 false false false false true false false true true false true true true true true true true true true false false IN OH GA X John K Renner VPCFO 7403824885 170 East Center St Marion OH 43302 REV DANIEL L BUSCH Director 1.00 X 0 0 0 MRS LINDA P DITZLER Director 1.00 X 0 0 0 REV CATHERINE LAWRENCE Director 1.00 X 0 0 0 MR ROBERT LEE Director 1.00 X 0 0 0 MR PHILIP MALLOTT Director 1.00 X 0 0 0 MR ALAN B MIKESELL Director 1.00 X 0 0 0 REV PERSIDA RIVERA-MENDEZ Director 1.00 X 0 0 0 REV DAVID V SCHWAB Director 1.00 X 0 0 0 MRS MARY E SEYMOUR Director 1.00 X 0 0 0 MRS SUSAN B SHEIDLER Director 1.00 X 0 0 0 MR E ROGER STEWART Director 1.00 X 0 0 0 MRS S JEAN SZILAGYI Director 1.00 X 0 0 0 REV DR CARL P WALLACE Director 1.00 X 0 0 0 REV C EDWARD WEISHEIMER Director 1.00 X 0 0 0 MR WILLIAM R WILKINS Director 1 X MR THOMAS A BROWNFIELD Director, Treasurer, Exec. Committee 2 X X MRS SUZANNE S ELLIS Director, Exec. Committee 2 X X MS CATHERINE GREEN Director, Secretary, Exec. Committee 2 X X MR JAMES L HENRY Director-Executive Committee 2 X X MR ROBERT C KUTSCHBACH Director, Chair, Exec. Committee 2 X X REV KENNETH V DANIEL President/CEO 40 X X 306900 18915 MR TIMOTHY P HACKETT Vice President 40 X 168820 34077 MRS GLORIA HURWITZ Vice President 40 X 32193 MR CHARLES MOONEY Senior Vice President 40 X 242709 16010 MR GEORGE SCHAEFER Vice President 40 X 79692 8518 2391785 255594 9 true true false Heritage Healthcare Inc 536 Old Howell Rd Greenville SC 29615 Rehabilitation 3386475 Omnicare Inc 100 East RiverCenter Blvd Covington KY 41011 Pharmaceutical Services 1106521 Kibbey Development Group PO Box 495 Marion OH 43301 Enginerring 418532 Plante & Moran PLLC 16060 Collections Center Dr Chicago IL 60693 Auditing Services 365660 River Rock 990 SProspect St Marion OH 43302 Rehabilitation 305120 5 25822 5746410 5772232 Resident Services 623000 57342392 HSG Management Fees 623000 1925073 389698 UCH Assurance 623000 382991 UCHM Management Fees 623000 273230 Misc. Service Revenue 623000 70060 70393 60064139 1160570 134420 93297 41123 41123 41123 25822 67038064 60876134 389698 2391784 735329 1624262 32193 26206837 24016043 1881162 309632 326055 223546 97425 5084 272359 235226 34683 2450 2036059 1772981 236251 26827 78330 40882 22905 14543 100000 60000 30000 10000 241460 124003 117207 250 597758 509196 83754 4808 152856 33790 55158 63908 2203403 2059037 141618 2748 423237 97021 298400 27816 119425 70169 49236 20 440171 439421 750 0 0 4014665 -4167443 152778 3522906 3396706 125216 984 832066 415476 416590 0 Medical Insurance 3104771 2811788 263761 29222 Ancillary Labor 3757428 3757428 0 0 Bed Tax 2883201 2883201 0 0 Ancillary Supplies 2731291 2731291 0 0 8768628 6723668 1927624 117336 61190025 57150867 3238559 800599 5200 4700 14465599 11609367 143779 113024 5967434 5673971 769002 96593 817637 1261278 86771311 54761046 32146991 32010265 19706307 27696851 1500000 1500000 9925939 14735811 190683 153926 5389836 4363910 91028407 99219696 7295365 7302232 1907956 1936664 15665706 14323435 130242 137255 4003034 4507564 29002303 28207150 X 52395015 55585456 2789458 7691465 6841631 7735625 62026104 71012546 91028407 99219696 X 5848039 1880619 1257784 X false true X true true true X 0 0 0 1471920 813030 769615 795996 5772232 9622793 59819913 62142413 60751513 59438047 59533988 301685874 61291833 62955443 61521128 60234043 65306220 311308667 311308667 31504 1155557 542400 825572 1160570 3715603 32238 337045 337561 351211 389698 1447753 63742 1492602 879961 1176783 1550268 5163356 7221752 5808524 331493 123985 140453 13626207 330098230 0.94310 0.94770 0.01560 0.01330 X Pt III Line 12 Description: Gain of Capital Assets/Misc Rev. Pt III Line 12 2011: 178561. Pt III Line 12 2012: 0. Pt III Line 12 2013: 0. Pt III Line 12 Description: Sale of Long-Term Care Fac Pt III Line 12 2009: 5944433. Pt III Line 12 2010: 5676282. Pt III Line 12 2011: 0. Pt III Line 12 2012: 0. Pt III Line 12 2013: 0. Pt III Line 12 Description: Guest Meals Pt III Line 12 2009: 25779. Pt III Line 12 2010: 22969. Pt III Line 12 2011: 12756. Pt III Line 12 2012: 12605. Pt III Line 12 2013: 10723. Pt III Line 12 Description: Guest Rooms Pt III Line 12 2009: 17934. Pt III Line 12 2010: 13631. Pt III Line 12 2011: 24502. Pt III Line 12 2012: 11626. Pt III Line 12 2013: 16902. Pt III Line 12 Description: Misc Office Income Pt III Line 12 2009: 24580. Pt III Line 12 2010: 13281. Pt III Line 12 2011: 37899. Pt III Line 12 2012: 12981. Pt III Line 12 Description: Carport Rental Pt III Line 12 2009: 11534. Pt III Line 12 2010: 10738. Pt III Line 12 2011: 11914. Pt III Line 12 2012: 12118. Pt III Line 12 2013: 10197. Pt III Line 12 Description: Damages & Cleaning Fees Pt III Line 12 2009: 11913. Pt III Line 12 2010: 10200. Pt III Line 12 2011: 22808. Pt III Line 12 2012: 21350. Pt III Line 12 2013: 23350. Pt III Line 12 Description: Television Services Pt III Line 12 2009: 11186. Pt III Line 12 2010: 8438. Pt III Line 12 2011: 6415. Pt III Line 12 2012: 4158. Pt III Line 12 2013: 2466. Pt III Line 12 Description: Misc Telephone Pt III Line 12 2009: 32778. Pt III Line 12 2010: 7333. Pt III Line 12 2011: 1288. Pt III Line 12 2012: 579. Pt III Line 12 2013: -68. Pt III Line 12 Description: Hospitality Service Pt III Line 12 2009: 18387. Pt III Line 12 2010: 6784. Pt III Line 12 2011: -12. Pt III Line 12 2012: 5. Pt III Line 12 2013: 2910. Pt III Line 12 Description: Gift Shop Rev Pt III Line 12 2009: 0. Pt III Line 12 2010: 8022. Pt III Line 12 2011: 7522. Pt III Line 12 2012: 8217. Pt III Line 12 2013: 5497. Pt III Line 12 Description: Consulting Rev Pt III Line 12 2009: 0. Pt III Line 12 2010: 6739. Pt III Line 12 2011: 6323. Pt III Line 12 2012: 7768. Pt III Line 12 2013: 11297. Pt III Line 12 Description: Misc. Other Pt III Line 12 2009: 5734. Pt III Line 12 2010: 6444. Pt III Line 12 2011: 4196. Pt III Line 12 2012: 19870. Pt III Line 12 2013: 18845. Pt III Line 12 Description: Beauty & Barber Pt III Line 12 2009: 0. Pt III Line 12 2010: 5272. Pt III Line 12 2011: 5139. Pt III Line 12 2012: 4276. Pt III Line 12 2013: 4879. Pt III Line 12 Description: Vending Machine Pt III Line 12 2009: 0. Pt III Line 12 2010: 4761. Pt III Line 12 2011: 4809. Pt III Line 12 2012: 3237. Pt III Line 12 2013: 3182. Pt III Line 12 Description: Ice Cream Parlor Pt III Line 12 2009: 0. Pt III Line 12 2010: 3404. Pt III Line 12 2011: 3710. Pt III Line 12 2012: 2913. Pt III Line 12 2013: 28330. Pt III Line 12 Description: Catering Rev Pt III Line 12 2009: 0. Pt III Line 12 2010: 2919. Pt III Line 12 2011: 2859. Pt III Line 12 2012: 1070. Pt III Line 12 2013: 1713. Pt III Line 12 Description: Concierge Service Pt III Line 12 2009: 0. Pt III Line 12 2010: 1243. Pt III Line 12 2011: 429. Pt III Line 12 2012: 1129. Pt III Line 12 2013: 230. Pt III Line 12 Description: Transportation Service Pt III Line 12 2009: 0. Pt III Line 12 2010: 64. Pt III Line 12 2011: 375. Pt III Line 12 2012: 83. Pt III Line 12 2013: 0. Pt III Line 12 Description: Swap Valuation Pt III Line 12 2009: 953149. Pt III Line 12 2010: 0. Pt III Line 12 2011: 0. Pt III Line 12 2012: 0. Pt III Line 12 2013: 0. Pt III Line 12 Description: Assets Held for Sale Pt III Line 12 2009: 120463. Pt III Line 12 2010: 0. Pt III Line 12 2011: 0. Pt III Line 12 2012: 0. Pt III Line 12 2013: 0. Pt III Line 12 Description: Housing Developer Fee Pt III Line 12 2009: 43882. Pt III Line 12 2010: 0. Pt III Line 12 2011: 0. Pt III Line 12 2012: 0. Pt III Line 12 2013: 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 10473687 5801305 227499 652487 15850004 9456950 962216 173486 118965 10473687 8639021 1195435 -102813 274693 9456950 7774757 970395 238539 344670 8639021 6585369 821101 139070 -229217 7774757 false false false 2439003 2439003 60177598 39434536 20743062 497545 16585 480960 1882930 861563 1021367 21774235 14448362 7325873 32010265 Donor Restricted Assets 6290598 F Donor Restricted Endowments 6771105 F Donor Restricted Trust 1674108 F 14735811 Land Held for Future Development 1115994 Operating Rights 1150013 Receivables from Affiliates 368498 Unemployment Compensation Deposit 906467 Resident Escrow 316044 Pooled Income Funds 209944 Donor Restricted Funds 10902 Other Assets 286048 4363910 Refundable Entrance Fees 2997175 Long-Term Gift Annuity & Other 1142447 Est. Oblig. to Provide Future Services-Bond 359942 Deferred Liab. Future svc. Cost 8000 4507564 66996941 66996941 41123 41123 67038064 61231148 61231148 -41123 -41123 61190025 Pt IV Line 2b Custodial Requirement of Resident Funds Pt XI Line 4b Loss on Disposal of Fixed Assets from yearly Pt XII Line 4b Inventory Asset Review. Gain from sale of Fixed Asset Pt XI Line 4b and Insurance Claims. X true true X X X false true false false false false false false false REV KENNETH V DANIEL 291900 15000 11986 7000 325886 MR TIMOTHY P HACKETT 158820 10000 9297 24780 202897 MR CHARLES MOONEY 222709 20000 4116 11894 258719 MR ROB WEISBRODT 141651 10000 9043 12738 173432 MRS CHERYL L WICKERSHAM 130382 10000 8670 14336 163388 MR KENNETH L YOUNG 173188 15000 9545 24410 222143 MR JOHN P STONER 235855 15601 11634 6979 270069 MR VINCENT W DENT 58346 36118 3824 2378 100666 Pt I Line 1a Rev. Kenneth Daniel is the CEO of United Church Homes Inc. and is an ordained minister, who has elected $10,000 of his salary to be included as a ministerial housing allowance. Pt I Line 4a Severance payment was provided for UCH's former VP Vincent Dent. These payments, approximately totaling $36,118 for 2013 where reflected on his W-2. Pt I Line 4b United Church Homes provides in a 457(b) retirement/pension plan for certain designated individuals. A PNC Bank 221146430 000000000 2012-06-01 16500000 Refinance Bonds Lower Price false false false A 2005 true false true true Pt VI, Line 1a Schedule O: Explanation of the Board of Directors delegation Pt VI, Line 1a of broader authority to the Executive Committee: Pt VI, Line 1a Prior to Feb. 9, 2012, Article III (B) of the Bylaws of United Church Pt VI, Line 1a Homes Board of Directors provided as follows: Pt VI, Line 1a An Executive Committee will be established to act in an interim Pt VI, Line 1a committee capacity for the Board of Directors. The Pt VI, Line 1a composition of the Executive Committee will be determined Pt VI, Line 1a by the Board of Directors. Pt VI, Line 1a Pursuant to a unanimous vote to Amend the Bylaws by the Board Pt VI, Line 1a of Directors, Article III(B) of the Bylaws of United Pt VI, Line 1a Church Homes' Board of Directors was Amended effective Pt VI, Line 1a Feb. 9, 2012, to provide as follows: Pt VI, Line 1a An Executive Committee will be established to act in an interim Pt VI, Line 1a capacity for the Board of Directors with the authorization Pt VI, Line 1a to carry out the functions of the Board as provided in Pt VI, Line 1a Article I (A)(1-7) of the Bylaws. The composition of the Executive Pt VI, Line 1a Committee shall consist of the Officers as provided in Article II(A) Pt VI, Line 1a of the Bylaws, and one (1) additional at large Member Pt VI, Line 1a of the Board as appointed by the then serving Chairperson Pt VI, Line 1a of the Board of Directors, at his/her discretion. The term of Pt VI, Line 1a the at large Member of the Executive Committee shall be determined Pt VI, Line 1a by the then current Chairperson of the Board. Pt VI, Line 6 United Church Homes has a Governing Board of Directors, Pt VI, Line 6 who are also the members of the corporation. Pt VI, Line 7a The governing board elects its officers by majority rule. Pt VI, Line 11b The form 990 review process is as follows: Form 990, Part IX, Line 24f REPAIR/MAINTENANCE 1099925. 1035228. 64697. 0. RAW FOODS 1968826. 1968826. 0. 0. SUPPLIES 1086396. 981281. 105115. 0. BAD DEBTS 955015. 828912. 126103. 0. PROFESSIONAL FEES 882563. 178614. 652799. 51150. DUES/LICENSE 663596. 417994. 189043. 56559. VALUATION ADJUSTMENT 559951. 559951. 0. WORKERS COMPENSATION 505758. 480541. 22351. 2866. NON-DEPRECIATIVE EQUIPMENT 341630. 267121. 67748. 6761. PHYSICIAN SERVICES 274014. 274014. 0. 0. REAL ESTATE TAX 163141. 157789. 5352. 0. NON-PROGRAM PROPERTY 134 Pt VI, Line 11b The 990 is prepared by management and is reviewed Pt VI, Line 11b by the six-member finance committee of the board. Pt VI, Line 11b This committee, as part of its functioning is to review Pt VI, Line 11b the Form 990. Upon the completion of this review process, Pt VI, Line 11b the Form 990 is then submitted to the full Board of Pt VI, Line 11b Directors before the Form 990 is filed with the IRS. Pt VI, Line 12c The organization regularly and consistently monitors and Pt VI, Line 12c enforces compliance with its Conflict of Interest policy as follows: Pt VI, Line 12c 1) The Organization's corporate Bylaws require that each of the Pt VI, Line 12c Board of Director members disclose annually, in writing, Pt VI, Line 12c interests that could be construed as a conflict of interest. Pt VI, Line 12c 2) On November 1, 1999, the Organization adopted a Corporate Pt VI, Line 12c Compliance Policy and Program applicable to Directors, Pt VI, Line 12c Officers, Key Employees, and all other employees, which is Pt VI, Line 12c inclusive of a Conflict of Interest Policy. The purpose of the Corporate Pt VI, Line 12c Compliance Policy provides that the Organization is committed Pt VI, Line 12c to conducting its business ethically and in conformance with Pt VI, Line 12c all applicable laws, regulations, rules and standards. The Pt VI, Line 12c Policy contains internal requirements related to gifts/gratuities, outside Pt VI, Line 12c business or professional interests, personal beliefs and abuse Pt VI, Line 12c of the employee or volunteer relationship. The Policy is enforced and Pt VI, Line 12c monitored on an ongoing basis via management, self, or Pt VI, Line 12c confidential third party disclosure via a secure Hotline. Pt VI, Line 12c 3) The Organization has also adopted as part of its Corporate Pt VI, Line 12c Compliance Program a Standards of Conduct policy. The Standards Pt VI, Line 12c of Conduct provide that the Organization's staff members, Pt VI, Line 12c independent contractors, volunteers, and Board members are Pt VI, Line 12c expected to refrain from and avoid conflicts or the appearance of Pt VI, Line 12c conflicts between their private interests and those of Pt VI, Line 12c the Organization. Pt VI, Line 12c 4) Although most allegations of misconduct are most appropriately Pt VI, Line 12c addressed by the Corporate Compliance Officer(CCO) or Pt VI, Line 12c Human Resources, occasionally issues arise that should be Pt VI, Line 12c addressed under direction of legal counsel. This policy Pt VI, Line 12c provides guidance for the compliance office to determine Pt VI, Line 12c when and how issues should be turned over to legal counsel. Pt VI, Line 12c Furthermore, it provides guidance for both the Compliance Office Pt VI, Line 12c and legal counsel to conduct compliance inquiries and investigations. Pt VI, Line 12c For purposes of this policy, the term legal counsel refers Pt VI, Line 12c to either inside or outside counsel. Pt VI, Line 12c 5) United Church Homes is committed to conducting its Pt VI, Line 12c business ethically and in conformance with all applicable laws, Pt VI, Line 12c regulations, and standards. To support this commitment, Pt VI, Line 12c United Church Homes will maintain a written Standards of Pt VI, Line 12c Conduct to provide guidance on employee and organizational Pt VI, Line 12c responsibilities related to compliance. The standards Pt VI, Line 12c address specific issues related to reimbursement, financial Pt VI, Line 12c relationships, quality of care and other critical areas. Pt VI, Line 15a In 2012, the United Church Homes Board of Directors established Pt VI, Line 15a and implemented a standing Compensation Committee, the purpose of which Pt VI, Line 15a is to ensure that the organization achieves its mission by Pt VI, Line 15a discharging the responsibilities of the Board related to the Pt VI, Line 15a compensation of the President & CEO of the organization. Pt XI Net Assets Reconciliation is as follows: Pt XI Changes in net assets occurred from Capital Contributions to UCH's Pt XI affiliated Projects, and changes in gift annuity net Pt XI present value. Affiliates ListSee AttachedUCH Inc 170 East Center St Marion OH 43302 344429276 false true false false false false false false false false false false false false true true false true false UCH Assurance Company LLC 1b 452718 Recorded Amount Housing Administrive Personel 1o 1968575 Recorded Salaries Housing Facilities Owners Advance 1p 456952 Recorded Amount Housing Facilities Due to UCH 1r 235136 Recorded Amount