UNITED ZION RETIREMENT COMMUNITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED ZION RETIREMENT COMMUNITY (EIN 23-1365176)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201303169349302415
- 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 | 2013-11-11T14:46:51-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1869 CHARTER LANE STE 301 | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231365176 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED ZION RETIREMENT COMMUNITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 7176262071 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 722 FURNACE HILLS PIKE | AddressLine1 |
| City | LITITZ | City |
| State | PA | State |
| ZIP Code | 17543 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP BURKHOLDER | Name |
| Title | EXECUTIVE DIRECTOR, NHA | Title |
| Phone | 7176262071 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S FREY | Name |
| PTIN | P00327329 | PTIN |
| Phone | 7173935696 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PHILIP BURKHOLDER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 722 FURNACE HILLS PIKE | AddressLine1 |
| City | LITITZ | City |
| State | PA | State |
| ZIP Code | 17543 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13108650 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UZRC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1905 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | SUPERIOR QUALITY SERVICES FOR THE ELDERLY BASED ON CHRISTIAN PRINCIPLES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 179 | TotalNbrEmployees |
| Total Nbr Volunteers | 55 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 51388 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 65065 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7588950 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7827301 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 280684 | InvestmentIncomePriorYear |
| Investment Income Current Year | 877661 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 226220 | OtherRevenuePriorYear |
| Other Revenue Current Year | 202189 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8147242 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8972216 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 950 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2150 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4483653 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4701133 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10242 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3335050 | OtherExpensePriorYear |
| Other Expenses Current Year | 3355404 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7819653 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8058687 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 327589 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 913529 | RevenuesLessExpensesCY |
| Total Assets BOY | 18508807 | TotalAssetsBOY |
| Total Assets EOY | 19098970 | TotalAssetsEOY |
| Total Liabilities BOY | 9477597 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9089972 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9031210 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10008998 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSION IS TO PROVIDE SUPERIOR QUALITY SERVICES TO THE AGING, BASED ON CHRISTIAN PRINCIPLES, IN A LOVING AND CARING COMMUNITY ENCOURAGING INDEPENDENCE, PROMOTING WELLNESS AND PRESERVING HUMAN DIGNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7132931 | Expense |
| Grants | 2150 | Grants |
| Revenue | 7827301 | Revenue |
| Description | AT UNITED ZION RETIREMENT COMMUNITY, MAINTAINING AN INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENCE REMAINS OUR GOAL WHETHER SUPPORTING THEM IN OUR RESIDENTIAL COTTAGES OR APARTMENTS, IN OUR PERSONAL CARE FACILITY OR IN OUR HEALTHCARE FACILITY. EACH OF OUR UNITS AND FACILITIES HAS SOMETHING GREAT TO OFFER. OUR COTTAGES HAVE RESERVED PARKING OR GARAGES AND A DAY-LIGHT BASEMENT. THE APARTMENTS HAVE PORCHES, GENEROUS STORAGE AND THE ADDED BENEFIT OF BEING CONNECTED TO COMMON AREAS AND DINING VENUES. OUR PERSONAL CARE FACILITY PROVIDES 24 HOUR ASSISTIVE CARE IN ONE BEDROOM OR EFFICIENCY STYLE APARTMENTS, WITH ACCESS TO DINING VENUES, AND DAILY ACTIVITY OPTIONS INCLUDING MORNING DEVOTIONS IN THE CHAPEL. THE HEALTHCARE FACILITY PROVIDES RESIDENTS WITH 24 HOUR NURSING CARE IN A MODERN PRIVATE OR SEMI-PRIVATE ROOM, COMPLETE WITH EUROPEAN-STYLE BATHS AND FLAT-SCREEN TV'S. UNITED ZION RETIREMENT COMMUNITY HAS A LONG STANDING TRADITION FOR HIGH QUALITY CARE NOT ONLY FOR LONG-TERM RESIDENTS UP TO AND INCLUDING EXCELLENT END OF LIFE SUPPORT BUT ALSO FOR SHORT-TERM REHAB TO HOME RESIDENTS. OUR DEPARTMENT OF PUBLIC WELFARE AND DEPARTMENT OF HEALTH SURVEYS ARE CONSPICUOUSLY DISPLAYED ON OUR RESPECTIVE PERSONAL CARE OR HEALTHCARE BULLETIN BOARDS.UNITED ZION RETIREMENT COMMUNITY ALSO ENSURES THAT OUR RESIDENTS GET TO BE AS SOCIAL AND ACTIVE AS POSSIBLE. WE OFFER SEVERAL ACTIVITIES AND AMENITIES SUCH AS THE GARDEN CLUB, CULINARY GARDENS, DISPLAY COOKING, WEDNESDAY EVENING SINGING/MUSIC IN THE CHAPEL, AND MONTHLY "NEIGHBORHOOD BREAKFASTS" AMONG OTHER PROGRAMS AND EVENTS.THE COMMUNITY PROVIDES CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE COMMUNITY DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, SUCH AMOUNTS ARE NOT REPORTED AS REVENUES. THE COMMUNITY MAINTAINS RECORDS TO IDENTIFY THE COST OF PROVIDING CHARITY CARE BASED UPON THE DIRECT AND INDIRECT COSTS IDENTIFIED WITH THE SPECIFIC CHARITY CARE PROVIDED. THE LEVEL OF CHARITY CARE PROVIDED AMOUNTED TO APPROXIMATELY $787,000 IN 2012 INCLUDING COSTS RELATED TO THE MEDICAID PROGRAM.FOR 2012 IN THE NURSING FACILITY, 39% OF THE 19,959 RESIDENT DAYS WERE PAID BY MEDICAL ASSISTANCE. IN PERSONAL CARE, 17% OF THE 9,805 DAYS WERE BENEVOLENT FUNDS. | Description |
| Total Program Service Expense | 7132931 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 179 | 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 | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATHANIEL WEBER CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7176262071 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 722 FURNACE HILLS PIKE | AddressLine1 |
| City | LITITZ | City |
| State | PA | State |
| ZIP Code | 17543 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| REV LEON EBERLY | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JOHN E FRY | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| LEON KURTZ | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JOHN BASHORE | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| NEIL COPENHAVER | ||||||
| BOARD MEMBER, RES. MARCH 2012 | 1.00 | X | 0 | 0 | 0 | |
| EDWIN MONTIJO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LUISE READING | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BARRY HOFFER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PHILIP BURKHOLDER | ||||||
| EXECUTIVE DIRECTOR | 37.50 | X | 113349 | 0 | 17814 | |
| NATHANIEL WEBER | ||||||
| CONTROLLER | 37.50 | X | 59307 | 0 | 17185 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 172656 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 34999 | 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
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHABCARE GROUP | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7733 FORSYTH BLVD SUITE 2300 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | THERAPY - PT, OT, ST | DescriptionOfServices |
| Compensation | 522539 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 1150 | FundraisingEvents |
| All Other Contributions | 63915 | AllOtherContributions |
| Total Contributions | 65065 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 7827301 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7827301 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7827301 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 254781 | TotalRevenueColumn |
| Exclusion | $254,781 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 29055 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -17055 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -17055 | TotalRevenueColumn |
| Exclusion | -$17,055 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4729459 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4106579 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 622880 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 622880 | TotalRevenueColumn |
| Exclusion | $622,880 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1150 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 800 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -800 | TotalRevenueColumn |
| Exclusion | -$800 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| STATE ASSESSMENT REVENUE | 623000 | 176198 | $176,198 |
| MEAL REVENUE | 623000 | 29423 | $29,423 |
| CASH DISCOUNTS | 623000 | 1413 | $1,413 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13010 | TotalRevenueColumn |
| Exclusion | $13,010 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 220044 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8972216 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7827301 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,079,850 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2150 | Total |
| Program Services | 2150 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201723 | Total |
| Program Services | 174106 | ProgramServices |
| Management And General | 20567 | ManagementAndGeneral |
| Fundraising | 7050 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3535705 | Total |
| Program Services | 3183262 | ProgramServices |
| Management And General | 350580 | ManagementAndGeneral |
| Fundraising | 1863 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25895 | Total |
| Program Services | 11867 | ProgramServices |
| Management And General | 14028 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 618326 | Total |
| Program Services | 557308 | ProgramServices |
| Management And General | 60258 | ManagementAndGeneral |
| Fundraising | 760 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319484 | Total |
| Program Services | 294015 | ProgramServices |
| Management And General | 24900 | ManagementAndGeneral |
| Fundraising | 569 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335 | Total |
| Management And General | 335 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27229 | Total |
| Management And General | 27229 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468 | Total |
| Management And General | 468 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91504 | Total |
| Management And General | 91504 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855167 | Total |
| Program Services | 778281 | ProgramServices |
| Management And General | 76886 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21939 | Total |
| Program Services | 1047 | ProgramServices |
| Management And General | 20892 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402094 | Total |
| Program Services | 358184 | ProgramServices |
| Management And General | 43910 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25494 | Total |
| Program Services | 2399 | ProgramServices |
| Management And General | 23095 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 681318 | Total |
| Program Services | 604949 | ProgramServices |
| Management And General | 76369 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18940 | Total |
| Program Services | 14298 | ProgramServices |
| Management And General | 4642 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 658337 | Total |
| Program Services | 658337 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4484 | Total |
| Program Services | 4484 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 328292 | 328292 | 0 |
| STATE NH ASSESSMENT TAX | 122314 | 122314 | 0 |
| STAFF TRAINING AND RECO | 36141 | 8849 | 27292 |
| BAD DEBTS | 30765 | 0 | 30765 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50583 | Total |
| Program Services | 28789 | ProgramServices |
| Management And General | 21794 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8058687 | Total |
| Program Services | 7132931 | ProgramServices |
| Management And General | 915514 | ManagementAndGeneral |
| Fundraising | 10242 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 613897 | BOY |
| EOY | 821491 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 308381 | BOY |
| EOY | 309153 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 826773 | BOY |
| EOY | 1012131 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 18624 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128730 | BOY |
| EOY | 164045 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13471554 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5385569 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8402895 | BOY |
| EOY | 8085985 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7788222 | BOY |
| EOY | 8207682 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80933 | BOY |
| EOY | 74067 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 358976 | BOY |
| EOY | 405792 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18508807 | BOY |
| EOY | 19098970 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594632 | BOY |
| EOY | 606709 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2244626 | BOY |
| EOY | 2360434 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6074488 | BOY |
| EOY | 5627832 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 655 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563851 | BOY |
| EOY | 494342 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9477597 | BOY |
| EOY | 9089972 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6783097 | BOY |
| EOY | 7634541 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11000 | BOY |
| EOY | 103900 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2237113 | BOY |
| EOY | 2270557 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9031210 | BOY |
| EOY | 10008998 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18508807 | BOY |
| EOY | 19098970 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 913529 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -18245 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 82504 | 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 | 115099 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 186166 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61229 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51388 | CurrentTaxYearMinus1Year |
| Current Tax Year | 65066 | CurrentTaxYear |
| Total | 478948 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6632231 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7197622 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7218296 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7625826 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7827301 | CurrentTaxYear |
| Total | 36501276 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 13168 | CurrentTaxYearMinus3Years |
| Total | 13168 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6747330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7396956 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7279525 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7677214 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7892367 | CurrentTaxYear |
| Total | 36993392 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4840 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 125 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25 | CurrentTaxYearMinus1Year |
| Total | 5090 | 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 Minus4 Years | 4840 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 125 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25 | CurrentTaxYearMinus1Year |
| Total | 5090 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 36988302 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 237150 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 185956 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 252637 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 257385 | CurrentTaxYearMinus1Year |
| Current Tax Year | 266781 | CurrentTaxYear |
| Total | 1199909 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 237150 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 185956 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 252637 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 257385 | CurrentTaxYearMinus1Year |
| Current Tax Year | 266781 | CurrentTaxYear |
| Total | 1199909 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 226545 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 10815 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 228502 | CurrentTaxYearMinus1Year |
| Current Tax Year | 220044 | CurrentTaxYear |
| Total | 685906 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7211025 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7582912 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7542977 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8163101 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8379192 | CurrentTaxYear |
| Total | 38879207 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95140 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94450 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03090 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04050 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $468 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 468 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | UNITED ZION PAYS DUES TO LEADINGAGE AND LEADING AGE PA. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY UNITED ZION THAT IS ALLOCABLE TO LOBBYING IS $468. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2166487 | BeginningOfYearBalance |
| Contributions | 4443 | Contributions |
| Investment Earnings Or Losses | 289530 | InvestmentEarningsOrLosses |
| Other Expenditures | 187330 | OtherExpenditures |
| End Of Year Balance | 2273130 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2166487 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 172438 | InvestmentEarningsOrLosses |
| Other Expenditures | 172438 | OtherExpenditures |
| End Of Year Balance | 2166487 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2166487 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 132997 | InvestmentEarningsOrLosses |
| Other Expenditures | 132997 | OtherExpenditures |
| End Of Year Balance | 2166487 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2230300 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 510948 | InvestmentEarningsOrLosses |
| Other Expenditures | 574761 | OtherExpenditures |
| End Of Year Balance | 2166487 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2769394 | BeginningOfYearBalance |
| Contributions | 150 | Contributions |
| Investment Earnings Or Losses | -336789 | InvestmentEarningsOrLosses |
| Other Expenditures | 202455 | OtherExpenditures |
| End Of Year Balance | 2230300 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.95500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 287955 | OtherCostOrOtherBasis |
| Book Value | 287955 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11833737 | OtherCostOrOtherBasis |
| Depreciation | 4701452 | Depreciation |
| Book Value | 7132285 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1211791 | OtherCostOrOtherBasis |
| Depreciation | 684117 | Depreciation |
| Book Value | 527674 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 138071 | OtherCostOrOtherBasis |
| Book Value | 138071 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8085985 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP AGREEMENTS | $338,651 |
| GIFT ANNUITIES | $155,091 |
| SECURITY DEPOSITS - RENTALS | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 494342 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8904057 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -18245 | NetUnrealizedGainsInvestments |
| Other Revenues | 20390 | OtherRevenues |
| Revenue Not Rptd F990 | 2145 | RevenueNotRptdF990 |
| Revenue Subtotal | 8901912 | RevenueSubtotal |
| Investment Expenses Not Included | 91504 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -21200 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 70304 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8972216 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7926269 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -40914 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -40914 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7967183 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 91504 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 91504 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8058687 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | RESIDENT FUNDS ARE HELD BY THE FACILITY. DISBURSEMENTS ARE MADE UPON WRITTEN REQUEST BY THE RESIDENT. WHENEVER POSSIBLE RECEIPTS ARE MAINTAINED TO SUPPORT THE CHARGES. FOR ACCOUNTS THAT THE ORGANIZATION HAS OVERSIGHT UPON DISBURSEMENTS ARE MADE TO PAY ELIGIBLE EXPENSES BASED ON SUPPORTED INVOICES (I.E. DOCTORS BILLS, CABLE BILLS, ROOM & BOARD STATEMENTS, ETC.). RESIDENTS WITH FUNDS ARE PROVIDED STATEMENTS QUARTERLY FOR THEIR REVIEW. | |
| PART V, LINE 4: | THE ENDOWMENT FUND IS HELD TO BENEFIT RESIDENTS WHO MAY NEED FINANCIAL SUPPORT. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | THE COMMUNITY FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE PROVISION ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. MANAGEMENT HAS DETERMINED THAT THESE PROVISIONS DO NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE COMMUNITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2011, 2010, AND 2009, REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 20,390. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES -20,400. FUNDRAISING EXPENSES -800. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| UNREALIZED GAIN/LOSS ON INTEREST RATE SWAPS -62,114. RENTAL EXPENSES 20,400. FUNDRAISING EXPENSES 800. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| LANCASTER INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| A | 231884507 | 514349BL2 | 2005-06-14 | 5785000 | REFINANCE OF PRIOR BOND ISSUE | 0 | 0 | 0 |
| ELIZABETHTOWN INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| B | 550801341 | 999999999 | 2007-11-15 | 2500000 | CONSTRUCTION FINANCING | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 1810000 | 5785000 | 3947 | 92242 | 57380 | 5631431 | 2005 | 1 | 0 | 1 | 1 | |
| B | 847168 | 2500000 | 31282 | 2007 | 0 | 0 | 1 | 1 | 2468718 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Engage Bond Counsel ContractsEngageBondCounselContracts |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 | |
| B | 0 | 1 | 1 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 0 | 1 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 1 | 0 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S BYLAWS WERE MODIFIED TO ALLOW FOR 3 NON-DENOMINATIONAL MEMBERS TO BE PART OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD MEMBERS ARE ELECTED AT THE GENERAL CONFERENCE OF THE UNITED ZION CHURCH. | |
| FORM 990, PART VI, SECTION B, LINE 11 | AN ELECTRONIC COPY OF THE FORM 990 IS SENT TO EACH VOTING BOARD MEMBER AND OFFICER IN ADVANCE OF A SCHEDULED BOARD MEETING. THE RETURN REVIEWED IN ADVANCE AND ANY QUESTIONS/COMMENTS/CONCERNS ARE BROUGHT TO THE MEETING. A VOTE TO ACCEPT THE REVIEWED REPORT IS THEN TAKEN AND DOCUMENTED IN THE MINUTES. THE REVIEW PROCESS IS COMPLETE BEFORE THE TRANSMITTAL OF THE RETURN TO THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES OF THE UNITED ZION RETIREMENT COMMUNITY RECEIVE A CORPORATE COMPLIANCE INTEGRITY PLAN. THE ORGANIZATION'S CORPORATE COMPLIANCE OFFICER MONITORS ALL POTENTIAL CONFLICTS AS HEAD OF THE CORPORATE COMPLIANCE COMMITTEE. NUMEROUS AUDITS AND CHECKS ARE PERFORMED TO ENSURE COMPLIANCE. THE CORPORATE COMPLIANCE OFFICER REPORTS DIRECTLY AND INDEPENDENTLY TO THE BOARD OF DIRECTORS. BOARD MEMBERS ALSO RECEIVE CORPORATE COMPLIANCE HANDBOOKS AND MONITOR COMPLIANCE AS A GROUP. AT THE BOARD LEVEL, POTENTIAL CONFLICTS ARE DISCUSSED IN BOARD MEETINGS AND DOCUMENTED IN MINUTES. IF A POTENTIAL CONFLICT IS IDENTIFIED, THE BOARD MEMBER OR OFFICER ABSTAINS FROM VOTES RELATED TO THE CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A PERFORMANCE ASSESSMENT IS COMPLETED ANNUALLY ON THE EXECUTIVE DIRECTOR BY THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE. THE COMMITTEE REVIEWS WAGE DATA FROM THE STATE TRADE ASSOCIATION, LEADINGAGE PA, TO CONFIRM THAT ANY COMPENSATION DECISIONS WILL BE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY AND LOCATION. UPON COMPLETION OF THE REVIEW, THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. UNITED ZION MAINTAINS A JOB DESCRIPTION AND PERFORMANCE ASSESSMENT FORM FOR EACH STAFF POSITION. A PERFORMANCE ASSESSMENT IS COMPLETED ANNUALLY BY THE EMPLOYEE'S MANAGER AND COMPENSATION INCREASES ARE INCORPORATED INTO THE ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES : PROGRAM SERVICE EXPENSES 778,281. MANAGEMENT AND GENERAL EXPENSES 76,886. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 855,167. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 20,390. UNREALIZED GAIN/LOSS ON INTEREST RATE SWAPS 62,114. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION DOES NOT HAVE A SPECIFIED AUDIT COMMITTEE. THE FINANCE COMMITTEE AND/OR THE BOARD IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF THE AUDITIED FINANCIAL STATEMENTS. THE EXECUTIVE DIRECTOR WILL RECOMMEND AN INDEPENDENT AUDITOR TO THE BOARD. ONCE THE RECOMMENDATION IS MADE, THE FINANCE COMMITTEE AND/OR BOARD HAS THE FINAL APPROVAL OVER THE RECOMMENDATION. | AUDIT OVERSIGHT: |
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