UNITED METHODIST MANOR OF THE PEE DEE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST MANOR OF THE PEE DEE (EIN 57-0762944)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2013-02-05
- IRS object ID
- 201300369349300630
- Schema version
- 2010v3.4
- 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 | 2013-02-05T12:30:17-06:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-10-01 | 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 TABOR | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8436640700 | Phone |
| Date Signed | 2013-01-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHARON C NORRIS CPA | Name |
| Phone | 8436655900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | 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 | 9018524 | 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 | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 249 | TotalNbrEmployees |
| Total Nbr Volunteers | 101 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 131788 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 86539 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8363935 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8677731 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 33664 | InvestmentIncomePriorYear |
| Investment Income Current Year | 69567 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8529387 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8833837 | 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 | 3428143 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3823198 | 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 | 4948495 | OtherExpensePriorYear |
| Other Expenses Current Year | 5075043 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8376638 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8898241 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 152749 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -64404 | RevenuesLessExpensesCY |
| Total Assets BOY | 19341741 | TotalAssetsBOY |
| Total Assets EOY | 18831735 | TotalAssetsEOY |
| Total Liabilities BOY | 19297900 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19003531 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43841 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -171796 | NetAssetsOrFundBalancesEOY |
| Mission Description | SUPPORT AND MAINTAIN A RETIREMENT COMMUNITY FOR THE SENIORS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7570283 | Expense |
| Revenue | 8677731 | 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 | 7570283 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 249 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 | 0 | 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 |
| 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 (22 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer |
|---|---|---|---|---|---|---|
| LARRY W RODDEFFER | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| W GORDON TIMMONS | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| EILEEN BLACKWELL | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| RAYMOND ALLEN | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| ROBERT CLEMMONS | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| STANLEY GIBBONS | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| GILBERT MOREHEAD | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| JACK WASHINGTON | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| SAM CLARKSON | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| WILLIAM M GORDON | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| VICTOR ROWELL | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| FRAZIER JACKSON | ||||||
| EXECUTIVE DIRECTOR (PART YEAR) | X | 93564 | 0 | 0 | 40.00 | |
| JAMES FRIDAY | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| MYRA WESTFALL | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| CYNTHIA TAYLOR | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| MARVIN OWENS | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| TERESSA L TABOR | ||||||
| EXECUTIVE DIRECTOR (PART YEAR) | X | 0 | 0 | 0 | 40.00 | |
| WAYNE MAYO | ||||||
| INTERIM EXECUTIVE DIRECTOR | X | 0 | 0 | 0 | 40.00 | |
| JOHN D ORR | ||||||
| CHAIR | 0 | 0 | 0 | 1.00 | X | |
| STEVEN BROWN | ||||||
| VICE-CHAIR | 0 | 0 | 0 | 1.00 | X | |
| JANE MILEY | ||||||
| SECRETARY | 0 | 0 | 0 | 1.00 | X | |
| ART JUSTICE | ||||||
| TREASURER | 0 | 0 | 0 | 1.00 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 93564 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 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 | 429479 |
| LEWIS CONSTRUCTION | |||||
| PO BOX 4943 | FLORENCE | SC | 29502 | CONSTRUCTION SERVICES | 151822 |
| SOUTHEASTERN LAWN CARE | |||||
| 1081 GEORGEANNA LANE | DARLINGTON | SC | 29532 | LAWN MAINTENANCE | 127154 |
| BANYAN MANAGEMENT SERVICES LLC | |||||
| PO BOX 26867 | GREENVILLE | SC | 29616 | MANAGEMENT & BOOKKEEPING | 116635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 86539 | AllOtherContributions |
| Total Contributions | 86539 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETIREMENT CENTER FOR | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8677731 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8677731 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8677731 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32467 | TotalRevenueColumn |
| Exclusion | $32,467 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 221787 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 181896 | Securities |
| Other | 2791 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39891 | Securities |
| Other | -2791 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37100 | TotalRevenueColumn |
| Exclusion | $37,100 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8833837 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8677731 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $69,567 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3520049 | Total |
| Program Services | 3232924 | ProgramServices |
| Management And General | 287125 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29123 | Total |
| Program Services | 23288 | ProgramServices |
| Management And General | 5835 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24715 | Total |
| Program Services | 6563 | ProgramServices |
| Management And General | 18152 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249311 | Total |
| Program Services | 241386 | ProgramServices |
| Management And General | 7925 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69 | Total |
| Management And General | 69 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70868 | Total |
| Management And General | 70868 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28593 | Total |
| Program Services | 17112 | ProgramServices |
| Management And General | 11481 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90100 | Total |
| Management And General | 90100 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239077 | Total |
| Program Services | 216299 | ProgramServices |
| Management And General | 22778 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497372 | Total |
| Program Services | 429560 | ProgramServices |
| Management And General | 67812 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28238 | Total |
| Program Services | 21933 | ProgramServices |
| Management And General | 6305 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11561 | Total |
| Program Services | 9934 | ProgramServices |
| Management And General | 1627 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 614246 | Total |
| Program Services | 614246 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1309695 | Total |
| Program Services | 1309695 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| INSURANCE | 583511 | 460121 | 123390 |
| MANAGEMENT FEES AND EXP | 524727 | 524727 | |
| FOOD | 508359 | 508359 | |
| EQUIPMENT RENTAL/MAINTE | 316643 | 284008 | 32635 |
| CONTRACT LABOR | 84045 | 80747 | 3298 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167939 | Total |
| Program Services | 114108 | ProgramServices |
| Management And General | 53831 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8898241 | Total |
| Program Services | 7570283 | ProgramServices |
| Management And General | 1327958 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136 | BOY |
| EOY | 1436 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4503492 | BOY |
| EOY | 4812662 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134328 | BOY |
| EOY | 77061 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62019 | BOY |
| EOY | 27912 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 27574439 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14358210 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13889033 | BOY |
| EOY | 13216229 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 514150 | BOY |
| EOY | 527115 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238583 | BOY |
| EOY | 169320 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19341741 | BOY |
| EOY | 18831735 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102267 | BOY |
| EOY | 109241 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11465000 | BOY |
| EOY | 10920000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7730633 | BOY |
| EOY | 7974290 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19297900 | BOY |
| EOY | 19003531 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -589627 | BOY |
| EOY | -712228 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 633468 | BOY |
| EOY | 540432 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43841 | BOY |
| EOY | -171796 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19341741 | BOY |
| EOY | 18831735 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -64404 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -151233 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 101397 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 93917 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 92273 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 131788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 86539 | CurrentTaxYear |
| Total | 505914 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6369567 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7232548 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7946807 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8363935 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8677731 | CurrentTaxYear |
| Total | 38590588 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6470964 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7326465 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8039080 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8495723 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8764270 | CurrentTaxYear |
| Total | 39096502 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15571 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9649 | CurrentTaxYearMinus3Years |
| Total | 25220 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15571 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9649 | CurrentTaxYearMinus3Years |
| Total | 25220 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 39071282 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 146075 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116813 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44552 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22766 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32467 | CurrentTaxYear |
| Total | 362673 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 146075 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116813 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44552 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22766 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32467 | CurrentTaxYear |
| Total | 362673 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6617039 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7443278 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8083632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8518489 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8796737 | CurrentTaxYear |
| Total | 39459175 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99020 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98660 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00920 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01220 | 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 | 27296239 | OtherCostOrOtherBasis |
| Depreciation | 14358210 | Depreciation |
| Book Value | 12938029 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13216229 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST PAYABLE | $50,222 |
| RESIDENT SECURITY DEPOSITS | $7,451,039 |
| ACCURED PAYROLL AND OTHER EXPENSES | $473,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7974290 | TotalOfAmounts |
| Total Revenue | 8833837 | TotalRevenue |
| Total Expenses | 8898241 | TotalExpenses |
| Excess Or Deficit For Year | -64404 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -151233 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -151233 | TotalAdjustments |
| Excess Or Deficit Per FS | -215637 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8682604 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -151233 | OtherRevenues |
| Revenue Not Rptd F990 | -151233 | RevenueNotRptdF990 |
| Revenue Subtotal | 8833837 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8833837 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8898241 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8898241 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8898241 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | UNREALIZED LOSSES OF $151,233 WERE INCLUDED IN THE AUDITED FINANCIAL REPORTS FOR THE UNITED METHODIST MANOR OF THE PEE DEE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE UNITED METHODIST MANOR OF THE PEE DEE DELEGATED CONTROL OVER THE MANAGEMENT DUTIES TO BANYON SENIOR LIVING AND SUBSEQUENTLY 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 CHAIR AND THE EXECUTIVE DIRECTOR FOR REVIEW BEFORE THE RETURN IS FILED. A COPY OF THE FORM 990 IS ALSO SUBSQUENTLY PROVIDED TO THE BOARD. | |
| 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 B, LINE 15A | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -151,233. | FORM 990, PART XI, LINE 5: |
| OVERSIGHT OF AUDIT | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT FOR UNITED METHODIST MANOR OF THE PEE DEE. | FORM 990, PART VII, SECTION 2C |
| FRAZIER JACKSON, THE EXECUTIVE DIRECTOR FOR UNITED METHODIST MANOR OF THE PEE DEE (UMMPD), IS CONTRACTED THROUGH BANYAN SENIOR LIVING AND IS CONSIDERED AN EMPLOYEE OF BANYAN SENIOR LIVING. (UMMPD) PAYS BANYAN SENIOR LIVING FOR MANAGEMENT AND BOOKKEEPING SERVICES. IN 2010, (UMMPD) PAID $ 138,225 IN EXECUTIVE DIRECTOR'S FEES TO BANYAN SENIOR LIVING. FRAZIER JACKSON RECEIVED $93,564 IN SALARY WHICH WAS SHOWN ON HIS W-2 ISSUED FROM BANYAN SENIOR LIVING. | FORM 990, PART VII, SECTION A |
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