2013-02-14T15:48:04-06:00 2012-09-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2011-10-01 566056582 UNITED CHURCH HOMES AND SERVICES UNIT 8284658006 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA 8284658006 2013-02-14 1 LORY H KELLEY P00431638 3362944494 2013-01-31 2011 2016-03-07 17:11:31Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 34835471 0 X WWW.UCHAS.ORG X 1961 NC THE ORGANIZATION OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES IN NORTH CAROLINA. 19 19 844 308 25497 -53670 0 89150 32295659 31868799 3481194 1493892 1423724 1291589 37200577 34743430 223746 256017 0 0 20002907 20263576 0 0 0 16038119 16576362 36264772 37095955 935805 -2352525 86351581 92363749 56352262 59776674 29999319 32587075 X THE MISSION OF UNITED CHURCH HOMES AND SERVICES IS TO CARRY ON CHRISTIAN MINISTRY IN THE SOUTHERN CONFERENCE OF THE UNITED CHURCH OF CHRIST THAT ADDS LIFE TO THE YEARS OF THOSE WE SERVE BY PROVIDING SENIOR LIVING AND HEALTH RELATED COMMUNITIES, BENEVOLENCE ASSISTANCE AND SERVICE PROGRAMS OF OUTREACH INTO THE WIDER COMMUNITY. 0 0 29800152 256017 32753927 UNITED CHURCH HOMES AND SERVICES OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES IN NEWTON ("ABERNETHY LAURELS") AND THOMASVILLE ("PIEDMONT CROSSING"), NORTH CAROLINA, CONSISTING OF RESIDENTIAL LIVING UNITS, ASSISTED LIVING UNITS AND NURSING FACILITIES PROVIDING ADULT CARE AND INTERMEDIATE AND SKILLED NURSING CARE, AND A SKILLED NURSING FACILITY IN LEXINGTON, NORTH CAROLINA ("CENTERCLAIR").IN JANUARY 2012, THE ORGANIZATION DISCONTINUED OPERATIONS AT ITS CENTERCLAIR FACILITY AND TRANSFERRED 60 BEDS TO ITS PIEDMONT CROSSING FACILITY. 29800152 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 65 0 1 844 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X GARY SHULL 8284658006 100 LEONARD AVENUE NEWTON NC 28658 JEFFREY GILLIAM 1.00 X X 0 0 0 J RAY DEAL 1.00 X X 0 0 0 ROBERT C CLAUD SR 1.00 X X 0 0 0 ANTHONY J BRANCH 1.00 X X 0 0 0 DWIGHT L HEDRICK JR 1.00 X X 0 0 0 GREGORY M ALCORN 1.00 X X 0 0 0 STEPHEN A BALOG 1.00 X 0 0 0 DAVID BOONE 1.00 X 0 0 0 DOUGLAS F BROWN 1.00 X 0 0 0 JIM BUCHANAN 1.00 X 0 0 0 MARK L BURNS 1.00 X 0 0 0 DANIEL F DAGENHART 1.00 X 0 0 0 BRENDA C ECKARD 1.00 X 0 0 0 JOHN GUNDLACH 1.00 X 0 0 0 WALTER HOFFMAN 1.00 X 0 0 0 R LEROY HOWELL 1.00 X 0 0 0 LINDA MORRIS 1.00 X 0 0 0 CHARLES W MOSS 1.00 X 0 0 0 MARK W SIGMON 1.00 X 0 0 0 DOUGLAS J FLEEGLE 40.00 X 245292 0 33032 GARY W SHULL 40.00 X 165478 0 25171 STEPHEN T PATERSON 40.00 X 148235 0 26454 LEE B SYRIA 40.00 X 148314 0 23407 DONNA B SPRINKLE 40.00 X 124189 0 18782 AIMEE N REIMANN 40.00 X 129968 0 20831 JUDITH O RAYMOND 40.00 X 127538 0 14199 1089014 0 161876 10 0 1 0 SELECT REHABILITATION INC 550 FRONTAGE ROAD NORTHFIELD IL 60093 THERAPIES 1886870 1 89150 89150 RESIDENT REVENUE 623000 31345606 31345606 HOME CARE 621610 523193 523193 31868799 1452571 1452571 8751 0 8751 8751 8751 121687 0 80366 121687 -80366 41321 41321 38235 11675 26560 26560 MANAGEMENT FEE INCOME 541200 765124 765124 CHILD DAY CARE 624410 174954 174954 MEAL SALES/VENDING 722210 149053 149053 167147 120004 25497 21646 1256278 34743430 32753927 25497 1874856 256017 256017 468973 468973 15270394 11436168 3834226 498482 498482 2642388 2642388 1383339 1383339 52777 52777 86041 86041 186061 186061 706831 477974 228857 122503 122503 1973594 1973594 113757 8659 105098 24316 24316 1069168 1069168 47552 47552 3831655 3831655 504810 226 504584 SUPPLIES 4127227 4059758 67469 FOOD 1519819 1519819 EQUIPMENT AND RENTAL MA 416052 74935 341117 WORKERS COMPENSATION CL 349056 3442 345614 1445143 516976 928167 37095955 29800152 7295803 0 459352 841396 2013666 1421834 85218 63467 213234 180668 86805608 40883984 42244442 45921624 38599341 41839627 2736328 2095133 86351581 92363749 2702065 3119573 14664425 15463782 33650236 36294258 3618875 3705708 1716661 1193353 56352262 59776674 X 29299270 32369085 700049 217990 29999319 32587075 86351581 92363749 X -2352525 4940281 X 0 1 1 X 0 X 89150 89150 29115528 30833512 30680734 32320936 31907034 154857744 29115528 30833512 30680734 32320936 31996184 154946894 0 0 0 154946894 1538922 1267957 1211467 1447412 1461322 6927080 1538922 1267957 1211467 1447412 1461322 6927080 1313260 1336981 1300624 1407094 1256278 6614237 31967710 33438450 33192825 35175442 34713784 168488211 0.91960 0.91580 0.04110 0.04260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1395786 1395786 74436395 33349831 41086564 9544691 6738744 2805947 1428736 795409 633327 45921624 RESIDENT PERSONAL FUNDS LIABILITY 57065 REFUNDS PAYABLE 33737 ADVANCE DEPOSITS 310645 RESIDENT ESCROWS 420556 OTHER PAYABLES 117775 CHECKS IN EXCESS OF DEPOSITS 87702 DUE TO AFFILIATES 165873 1193353 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2012 AND 2011. 1 BENEVOLENT ASSISTANCE FOR RESIDENTS WHO ARE UNABLE TO PAY FOR CONTINUING CARE AT THE RESIDENTIAL FACILITIES OPERATED BY UNITED CHURCH HOMES AND SERVICES. NINE PRIMARY RESIDENTS RECEIVED BENEVOLENT FUNDS, AND MANY RESIDENTS RECEIVED BLOCK GRANTS. BLOCK GRANTS ARE ASSISTANCE PROVIDED TO MULTIPLE RESIDENTS IN NEED. 9 256017 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE BENEVOLENT ASSISTANCE FUNDS ARE MANAGED BY THE ORGANIZATION'S FINANCE PERSONNEL TO COVER THE EXPENSES OF INDIGENT RESIDENTS. THE ASSISTANCE IS DISBURSED ON AN AS NEEDED CASE BY CASE BASIS. X X X X 0 0 0 0 0 0 0 0 0 DOUGLAS J FLEEGLE 245292 0 0 0 0 0 29780 0 3252 0 278324 0 0 0 GARY W SHULL 165478 0 0 0 0 0 23835 0 1336 0 190649 0 0 0 STEPHEN T PATERSON 148235 0 0 0 0 0 21442 0 5012 0 174689 0 0 0 LEE B SYRIA 148314 0 0 0 0 0 22071 0 1336 0 171721 0 0 0 AIMEE N REIMANN 129968 0 0 0 0 0 15819 0 5012 0 150799 0 0 0 NC MEDICAL CARE COMMISSION 521309402 65820YEH5 2005-04-21 18723911 TO REFUND PRIOR ISSUE OF BONDS AND TO FINANCE EXPANSION PROJECTS. 0 0 0 NC MEDICAL CARE COMMISSION 521309402 2010-12-21 23225000 TO REFUND PRIOR ISSUE OF BONDS AND FINANCE RENOVATIONS AT PIEDMONT CROSSING. 0 0 0 5235000 18723911 16841213 374478 1503242 4978 2007 1 0 1 1 23225000 15155101 353708 7566191 150000 2012 1 0 0 1 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE BOARD'S FINANCE COMMITTEE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES OF THE ORGANIZATION HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO EVALUATE COMPLIANCE WITH CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT IS DETERMINED BY THE BOARD'S EXECUTIVE COMMITTEE. THE PROCESS FOR DETERMINING COMPENSATION INCLUDES SALARY SURVEYS OF SIMILAR ORGANIZATIONS ACROSS THE COUNTRY AS WELL AS THE USE OF COMPARABILITY DATA. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS SUGGESTED BY THE CEO AND APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE KEPT ON FILE AT THE ADMINISTRATION OFFICE AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,940,281. ALBEMARLE OLDER ADULT HOUSING INC 411 SOUTH FOURTH STREET ALBEMARLE NC 28001 800030872 PROVIDING AFFORDABLE HOUSING TO SENIOR CITIZENS NC 501(C)(3) LINE 9 N/A 0 CAROLINA SENIOR LIVING 100 LEONARD AVENUE NEWTON NC 28658 454956541 PROVIDING AFFORDABLE HOUSING TO SENIOR CITIZENS NC 501(C)(3) LINE 9 N/A 0 CAROLINA SENIORCARE 100 LEONARD AVENUE NEWTON NC 28658 274450562 PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY NC 501(C)(3) LINE 3 N/A 0 LAKE PRINCE CENTER 100 LEONARD AVENUE NEWTON NC 28658 562151716 CONTINUING CARE RETIREMENT COMMUNITY NC 501(C)(3) LINE 9 N/A 0 NEW BERN OLDER ADULT HOUSING INCORPORATE 3800 LOFLAND WAY NEW BERN NC 28562 562133316 PROVIDING AFFORDABLE HOUSING TO SENIOR CITIZENS NC 501(C)(3) LINE 9 N/A 0 STATESVILLE ELDERLY HOUSING INC 700 WILS WAY STATESVILLE NC 28677 562192096 PROVIDING AFFORDABLE HOUSING TO SENIOR CITIZENS NC 501(C)(3) LINE 9 N/A 0 UCC LIVING CENTERS INCORPORATED 103 CULBREATH ROAD CHAPEL HILL NC 27516 561964906 PROVIDING AFFORDABLE HOUSING TO SENIOR CITIZENS NC 501(C)(3) LINE 9 N/A 0 UNITED CHURCH HOMES AND SERVICES FOUNDATION 100 LEONARD AVENUE NEWTON NC 28658 562243082 FUND AND SUPPORT THE OPERATIONS & PROGRAMS OF UCHS NC 501(C)(3) LINE 11A, I UNITED CHURCH HOMES AND SERVICES 1 0 0 1 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 ALBEMARLE OLDER ADULT HOUSING INC N 65840 CAROLINA SENIORCARE D 896649 CAROLINA SENIORCARE N 378137 LAKE PRINCE CENTER E 3198660 LAKE PRINCE CENTER K 649071 LAKE PRINCE CENTER N 3102854 NEW BERN OLDER ADULT HOUSING INCORPORATED D 116100 NEW BERN OLDER ADULT HOUSING INCORPORATED N 103134 STATESVILLE ELDERLY HOUSING INC N 74478 UCC LIVING CENTERS INCORPORATED N 80319 UNITED CHURCH HOMES AND SERVICES FOUNDATION C 89150 UNITED CHURCH HOMES AND SERVICES FOUNDATION D 2054751 UNITED CHURCH HOMES AND SERVICES FOUNDATION N 321127 UNITED CHURCH HOMES AND SERVICES FOUNDATION O 47552