UNITED CHURCH HOMES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED CHURCH HOMES INC (EIN 34-4429276)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201323169349304657
- Schema version
- 2012v2.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T12:09:12-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344429276 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED CHURCH HOMES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 7403824885 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 EAST CENTER ST | AddressLine1 |
| City | MARION | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN P STONER | Name |
| Title | SR. VP OF FINANCE & BUSINESS STRATE | Title |
| Phone | 7403824885 | Phone |
| Date Signed | 2013-10-02 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REV DANIEL | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 EAST CENTER ST | AddressLine1 |
| City | MARION | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 61714815 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.unitedchurchhomes.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | See Page 2, Part III, Question 4a | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1547 | TotalNbrEmployees |
| Total Nbr Volunteers | 364 | TotalNbrVolunteers |
| Total Gross UBI | 351211 | TotalGrossUBI |
| Contributions Grants Prior Year | 769615 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 795996 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 61242006 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 60092891 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 720961 | InvestmentIncomePriorYear |
| Investment Income Current Year | 735748 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 62732582 | TotalRevenuePriorYear |
| Total Revenue Current Year | 61624635 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 30166360 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 30109574 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 545565 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 28378622 | OtherExpensePriorYear |
| Other Expenses Current Year | 29501836 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 58544982 | TotalExpensesPriorYear |
| Total Expenses Current Year | 59611410 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4187600 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2013225 | RevenuesLessExpensesCY |
| Total Assets BOY | 88588101 | TotalAssetsBOY |
| Total Assets EOY | 91028407 | TotalAssetsEOY |
| Total Liabilities BOY | 30664152 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29002303 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 57923949 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 62026104 | NetAssetsOrFundBalancesEOY |
| Mission Description | See Page 2, Part III, Question 4a | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 54028513 | Expense |
| Revenue | 59826647 | Revenue |
| Description | UNITED CHURCH HOMES (UCH) IS A CHARITABLE, NOT-FOR PROFIT ORGANIZATION WHICH OWNS AND OPERATES LONG-TERM CARE, LICENSED SKILLED NURSING COMMUNITIES, RESIDENTIAL SENIOR HOUSING, AND HANDICAPPED COMMUNITIES PRIMARILY FOR SENIORS AND OTHER DISABLED INDIVIDUALS. SEE ATTACHED SCHEDULE O FOR ORGANIZATION'S MISSION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1324462 | Expense |
| Revenue | 1536601 | Revenue |
| Description | UNITED CHURCH HOMES (UCH) OFFERS AFFORDABLE HOUSING COMMUNITIES FOR RETIRED AND/OR DISABLED INDIVIDUALS. AS SPONSOR OF THESE LOW-INCOME HOUSING CORPORATIONS, UCH HELPS PROMOTE SAFE AND SECURE ENVIRONMENTS, WHICH ENCOURAGE INDEPENDENT LIVING FOR THEIR LOW-INCOME ELDERLY RESIDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 372681 | Expense |
| Revenue | 351211 | Revenue |
| Description | UNITED CHURCH HOMES (UCH) OFFERS MANAGEMENT SERVICES TO HOUSING COMMUNITIES FOR RETIRED AND/OR DISABLED INDIVIDUALS. AS MANAGER OF THESE LOW-INCOME HOUSING CORPORATIONS, UCH HELPS PROMOTE SAFE AND SECURE ENVIRONMENTS FOR THE LOW-INCOME ELDERLY/DISABLED RESIDENTS.. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 55725656 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 97 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 1547 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN P STONER VPCFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7403824885 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 EAST CENTER ST | AddressLine1 |
| City | MARION | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MR THOMAS A BROWNFIELD | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV DANIEL L BUSCH | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MRS LINDA P DITZLER | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV CATHERINE LAWRENCE | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV BETH LONG-HIGGINS | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MR JAMES L HENRY | ||||||
| Director-Executive Committee | 2.00 | X | 0 | 0 | 0 | |
| MR PHILIP MALLOTT | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MR ALAN B MIKESELL | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV PERSIDA RIVERA-MENDEZ | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV DAVID V SCHWAB | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MRS MARY E SEYMOUR | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MRS SUSAN B SHEIDLER | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MR E ROGER STEWART | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV DR CARL P WALLACE | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV C EDWARD WEISHEIMER | ||||||
| Director | 1 | X | ||||
| MRS SUZANNE S ELLIS | ||||||
| Director, Vice-Chair, Exec. Committee | 2 | X | X | |||
| MS CATHERINE GREEN | ||||||
| Director, Secretary, Exec. Committee | 2 | X | X | |||
| MR ROBERT C KUTSCHBACH | ||||||
| Director, Chair, Exec. Committee | 2 | X | X | |||
| MR WILLIAM R WILKINS | ||||||
| Director, Treasurer, Exec. Committee | 2 | X | X | |||
| REV KENNETH V DANIEL | ||||||
| President/CEO | 40 | X | 268057 | 18013 | X | |
| MR TIMOTHY P HACKETT | ||||||
| Vice President | 40 | 153500 | 30332 | X | ||
| MR JOHN P STONER | ||||||
| Senior Vice President | 40 | 240433 | 17771 | X | ||
| MR ROB WEISBRODT | ||||||
| Vice President | 40 | 146097 | 20052 | X | ||
| MRS CHERYL L WICKERSHAM | ||||||
| Vice President | 40 | 137706 | 22057 | X | ||
| MR KENNETH L YOUNG | ||||||
| Vice President | 40 | 182182 | 29956 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1584620 | TotalReportableCompFromOrg |
| Total Other Compensation | 164950 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HERITAGE HEALTHCARE INC | |||||
| 536 OLD HOWELL RD | GREENVILLE | SC | 29615 | Rehabilitation | 2411266 |
| OMNICARE INC | |||||
| 100 EAST RIVERCENTER BLVD | COVINGTON | KY | 41011 | Pharmaceutical Services | 1154990 |
| RIVER ROCK | |||||
| 990 SPROSPECT ST | MARION | OH | 45263 | Rehabilitation | 529967 |
| THOMAS & MARKER CONSTRUCTION | |||||
| 2084 US 68 | BELLEFONTAINE | OH | 43311 | Construction | 411726 |
| ALPHA & OMEGA STAFFING SOL | |||||
| 6276 PLATTSBURG RD | SOUTH CHARLESTON | OH | 45368 | Staffing Services | 367734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 795996 | AllOtherContributions |
| Noncash Contributions | 65477 | NoncashContributions |
| Total Contributions | 795996 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| Resident Services | 623000 | 57534350 | |
| HSG Management Fees | 623000 | 1880043 | 343443 |
| UCH Assurance | 623000 | 292009 | |
| UCHM Management Fees | 623000 | 270272 | |
| Misc. Service Revenue | 623000 | 64322 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51895 | TotalRevenueColumn |
| Unrelated Business Revenue | 7768 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 60092891 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 825572 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 356 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 90180 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -89824 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -89824 | TotalRevenueColumn |
| Related Or Exempt Function Income | -89824 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 61624635 | TotalRevenueColumn |
| Related Or Exempt Function Income | 60477428 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 351211 | UnrelatedBusinessRevenue |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2036620 | Total |
| Program Services | 578031 | ProgramServices |
| Management And General | 1381814 | ManagementAndGeneral |
| Fundraising | 76775 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25559128 | Total |
| Program Services | 23538594 | ProgramServices |
| Management And General | 1855626 | ManagementAndGeneral |
| Fundraising | 164908 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307278 | Total |
| Program Services | 213360 | ProgramServices |
| Management And General | 91176 | ManagementAndGeneral |
| Fundraising | 2742 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263925 | Total |
| Program Services | 231996 | ProgramServices |
| Management And General | 31000 | ManagementAndGeneral |
| Fundraising | 929 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1942623 | Total |
| Program Services | 1720231 | ProgramServices |
| Management And General | 206205 | ManagementAndGeneral |
| Fundraising | 16187 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78453 | Total |
| Program Services | 45303 | ProgramServices |
| Management And General | 29587 | ManagementAndGeneral |
| Fundraising | 3563 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107026 | Total |
| Program Services | 59994 | ProgramServices |
| Management And General | 37033 | ManagementAndGeneral |
| Fundraising | 9999 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74709 | Total |
| Program Services | 29977 | ProgramServices |
| Management And General | 40259 | ManagementAndGeneral |
| Fundraising | 4473 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 589022 | Total |
| Program Services | 503383 | ProgramServices |
| Management And General | 80788 | ManagementAndGeneral |
| Fundraising | 4851 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271950 | Total |
| Program Services | 135432 | ProgramServices |
| Management And General | 119848 | ManagementAndGeneral |
| Fundraising | 16670 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2125189 | Total |
| Program Services | 1982551 | ProgramServices |
| Management And General | 140749 | ManagementAndGeneral |
| Fundraising | 1889 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391399 | Total |
| Program Services | 99643 | ProgramServices |
| Management And General | 254870 | ManagementAndGeneral |
| Fundraising | 36886 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79029 | Total |
| Program Services | 53450 | ProgramServices |
| Management And General | 25479 | ManagementAndGeneral |
| Fundraising | 100 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 828941 | Total |
| Program Services | 779229 | ProgramServices |
| Management And General | 49712 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 3612727 | ProgramServices |
| Management And General | -3677655 | ManagementAndGeneral |
| Fundraising | 64928 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3328990 | Total |
| Program Services | 3231362 | ProgramServices |
| Management And General | 97372 | ManagementAndGeneral |
| Fundraising | 256 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1497482 | Total |
| Program Services | 1329245 | ProgramServices |
| Management And General | 168237 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Medical Insurance | 3213568 | 2925522 | 263316 | 24730 |
| Ancillary Labor | 3495398 | 3495398 | 0 | 0 |
| Bed Tax | 2815878 | 2815878 | 0 | 0 |
| Ancillary Supplies | 2590862 | 2590862 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8013940 | Total |
| Program Services | 5753488 | ProgramServices |
| Management And General | 2144773 | ManagementAndGeneral |
| Fundraising | 115679 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59611410 | Total |
| Program Services | 55725656 | ProgramServices |
| Management And General | 3340189 | ManagementAndGeneral |
| Fundraising | 545565 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5200 | BOY |
| EOY | 5200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13315237 | BOY |
| EOY | 14465599 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152920 | BOY |
| EOY | 143779 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5902585 | BOY |
| EOY | 5967434 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 778369 | BOY |
| EOY | 769002 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 717422 | BOY |
| EOY | 817637 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 85801259 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 53654268 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32364272 | BOY |
| EOY | 32146991 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25548454 | BOY |
| EOY | 27348206 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000000 | BOY |
| EOY | 1500000 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1237633 | BOY |
| EOY | 2284040 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 645135 | BOY |
| EOY | 190683 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5920874 | BOY |
| EOY | 5389836 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88588101 | BOY |
| EOY | 91028407 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7587006 | BOY |
| EOY | 7295365 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1066297 | BOY |
| EOY | 1907956 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17164000 | BOY |
| EOY | 15665706 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132037 | BOY |
| EOY | 130242 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4714812 | BOY |
| EOY | 4003034 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30664152 | BOY |
| EOY | 29002303 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49451915 | BOY |
| EOY | 52395015 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1704966 | BOY |
| EOY | 2789458 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6767068 | BOY |
| EOY | 6841631 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57923949 | BOY |
| EOY | 62026104 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88588101 | BOY |
| EOY | 91028407 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2013225 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 991919 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1097011 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2334085 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1471920 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 813030 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 769615 | CurrentTaxYearMinus1Year |
| Current Tax Year | 795996 | CurrentTaxYear |
| Total | 6184646 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 80095323 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 59819913 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62142413 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60751513 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59438047 | CurrentTaxYear |
| Total | 322247209 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82429408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61291833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62955443 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 61521128 | CurrentTaxYearMinus1Year |
| Current Tax Year | 60234043 | CurrentTaxYear |
| Total | 328431855 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 328431855 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 812290 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31504 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1155557 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 542400 | CurrentTaxYearMinus1Year |
| Current Tax Year | 825572 | CurrentTaxYear |
| Total | 3367323 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 188014 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32238 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 337045 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 337561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 351211 | CurrentTaxYear |
| Total | 1246069 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1000304 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63742 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1492602 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 879961 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1176783 | CurrentTaxYear |
| Total | 4613392 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39625 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7221752 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5808524 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 331493 | CurrentTaxYearMinus1Year |
| Current Tax Year | 123985 | CurrentTaxYear |
| Total | 13525379 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346570626 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94770 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95080 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01330 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01210 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| Facts And Circumstances Test | OTHER INCOME PART III, LINE 12; DESCRIPTION: GAIN OF CAPITAL ASSETS/MISC REV.; 2011: 178561.; 2012: 0.; DESCRIPTION: SALE OF LONG-TERM CARE FAC; 2009: 5944433.; 2010: 5676282.; 2011: 0.; 2012: 0.; DESCRIPTION: GUEST MEALS; 2009: 25779.; 2010: 22969.; 2011: 12756.; 2012: 12605.; DESCRIPTION: GUEST ROOMS; 2009: 17934.; 2010: 13631.; 2011: 24502.; 2012: 11626.; DESCRIPTION: MISC OFFICE INCOME; 2009: 24580.; 2010: 13281.; 2011: 37899.; 2012: 12981.; DESCRIPTION: CARPORT RENTAL; 2009: 11534.; 2010: 10738.; 2011: 11914.; 2012: 12118.; DESCRIPTION: DAMAGES & CLEANING FEES; 2009: 11913.; 2010: 10200.; 2011: 22808.; 2012: 21350.; DESCRIPTION: TELEVISION SERVICES; 2009: 11186.; 2010: 8438.; 2011: 6415.; 2012: 4158.; DESCRIPTION: MISC TELEPHONE; 2009: 32778.; 2010: 7333.; 2011: 1288.; 2012: 579.; DESCRIPTION: HOSPITALITY SERVICE; 2009: 18387.; 2010: 6784.; 2011: -12.; 2012: 5.; DESCRIPTION: GIFT SHOP REV; 2009: 0.; 2010: 8022.; 2011: 7522.; 2012: 8217.; DESCRIPTION: CONSULTING REV; 2009: 0.; 2010: 6739.; 2011: 6323.; 2012: 7768.; DESCRIPTION: MISC. OTHER; 2009: 5734.; 2010: 6444.; 2011: 4196.; 2012: 19870.; DESCRIPTION: BEAUTY & BARBER; 2009: 0.; 2010: 5272.; 2011: 5139.; 2012: 4276.; DESCRIPTION: VENDING MACHINE; 2009: 0.; 2010: 4761.; 2011: 4809.; 2012: 3237.; DESCRIPTION: ICE CREAM PARLOR; 2009: 0.; 2010: 3404.; 2011: 3710.; 2012: 2913.; DESCRIPTION: CATERING REV; 2009: 0.; 2010: 2919.; 2011: 2859.; 2012: 1070.; DESCRIPTION: CONCIERGE SERVICE; 2009: 0.; 2010: 1243.; 2011: 429.; 2012: 1129.; DESCRIPTION: TRANSPORTATION SERVICE; 2009: 0.; 2010: 64.; 2011: 375.; 2012: 83.; DESCRIPTION: SWAP VALUATION; 2009: 953149.; 2010: 0.; 2011: 0.; 2012: 0.; DESCRIPTION: ASSETS HELD FOR SALE; 2009: 120463.; 2010: 0.; 2011: 0.; 2012: 0.; DESCRIPTION: HOUSING DEVELOPER FEE; 2008: 39625.; 2009: 43882.; 2010: 0.; 2011: 0.; 2012: 0.; | FactsAndCircumstancesTest |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9456950 | BeginningOfYearBalance |
| Contributions | 962216 | Contributions |
| Investment Earnings Or Losses | 173486 | InvestmentEarningsOrLosses |
| Other Expenditures | 118965 | OtherExpenditures |
| End Of Year Balance | 10473687 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8639021 | BeginningOfYearBalance |
| Contributions | 1195435 | Contributions |
| Investment Earnings Or Losses | -102813 | InvestmentEarningsOrLosses |
| Other Expenditures | 274693 | OtherExpenditures |
| End Of Year Balance | 9456950 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7774757 | BeginningOfYearBalance |
| Contributions | 970395 | Contributions |
| Investment Earnings Or Losses | 238539 | InvestmentEarningsOrLosses |
| Other Expenditures | 344670 | OtherExpenditures |
| End Of Year Balance | 8639021 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6585369 | BeginningOfYearBalance |
| Contributions | 821101 | Contributions |
| Investment Earnings Or Losses | 139070 | InvestmentEarningsOrLosses |
| Other Expenditures | -229217 | OtherExpenditures |
| End Of Year Balance | 7774757 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9120028 | BeginningOfYearBalance |
| Contributions | 679671 | Contributions |
| Investment Earnings Or Losses | -2244949 | InvestmentEarningsOrLosses |
| Other Expenditures | 969381 | OtherExpenditures |
| End Of Year Balance | 6585369 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.08290 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.65320 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.26390 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2439003 | OtherCostOrOtherBasis |
| Book Value | 2439003 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59933580 | OtherCostOrOtherBasis |
| Depreciation | 37963053 | Depreciation |
| Book Value | 21970527 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12020781 | OtherCostOrOtherBasis |
| Depreciation | 7824457 | Depreciation |
| Book Value | 4196324 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11407895 | OtherCostOrOtherBasis |
| Depreciation | 7866758 | Depreciation |
| Book Value | 3541137 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32146991 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Donor Restricted Assets | Description |
| Book Value | 2284040 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 2284040 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (8 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Land Held for Future Development | 2375945 |
| Operating Rights | 1150013 |
| Receivables from Affiliates | 203144 |
| Unemployment Compensation Deposit | 905553 |
| Resident Escrow | 292125 |
| Pooled Income Funds | 230032 |
| Donor Restricted Funds | 10902 |
| Other Assets | 222122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5389836 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Refundable Entrance Fees | $2,488,733 |
| Long-Term Gift Annuity & Other | $1,284,189 |
| Est. Oblig. to Provide Future Services-Bond | $222,112 |
| Deferred Liab. Future svc. Cost | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4003034 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 61714459 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 61714459 | RevenueSubtotal |
| Other Revenues Not Included | -89824 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -89824 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 61624635 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 59521586 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 59521586 | ExpensesSubtotal |
| Other Expenses Not Included | 89824 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 89824 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 59611410 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt IV Line 2b | Custodial Requirement of Resident Funds |
| Pt XI Line 4b | Loss on Disposal of Fixed Assets from yearly |
| Pt XII Line 4b | Inventory Asset Review. Gain from sale of Fixed Asset |
| AND INSURANCE CLAIM. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|---|
| REV KENNETH V DANIEL | |||||
| 243057 | 25000 | 11130 | 6883 | 286070 | |
| MR TIMOTHY P HACKETT | |||||
| 153500 | 8197 | 22135 | 183832 | ||
| MR JOHN P STONER | |||||
| 215433 | 25000 | 10780 | 6991 | 258204 | |
| MR ROB WEISBRODT | |||||
| 136097 | 10000 | 7947 | 12105 | 166149 | |
| MRS CHERYL L WICKERSHAM | |||||
| 127706 | 10000 | 7527 | 14530 | 159763 | |
| MR KENNETH L YOUNG | |||||
| 162182 | 20000 | 8344 | 21612 | 212138 | |
| MS PAMELA L WHITE | |||||
| 138450 | 2938 | 6883 | 256359 | 108088 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 1a | Rev. Kenneth Daniel is the CEO of United Church Homes Inc. and is an ordained minister, who has elected $10,000 of his salary to be included as a ministerial housing allowance. This amount is included on his W-2. |
| Pt I Line 4a | Severance payment was provided for UCH's former VP Pam White. The payment started June 2012 and will continued into 2013. These payments, approximately totaling $108,088 for 2012 where reflected on her W-2. |
| Pt I Line 4b | United Church Homes provides in a 457(b) retirement/pension plan for certain designated individuals. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 221146430 | IssuerEIN |
| CUSIP Number | 000000000 | CUSIPNumber |
| Date Issued | 2012-06-01 | DateIssued |
| Issue Price | 16500000 | IssuePrice |
| Description Of Purpose | Refinance Bonds Lower Price | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 16265000 | AmountRetired |
| Amount Bond Defeased | 16323550 | AmountBondDefeased |
| Total Proceeds | 16500000 | TotalProceeds |
| Capitalized Interest | 58550 | CapitalizedInterest |
| Issuance Costs From Proceeds | 37314 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2005 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Misc. Equipment | 133 | 20699 | Fair Market Value |
| X | Misc. Equipment | 4169 | 25090 | Donor Stated Value |
| X | Misc. Equipment | 1 | 19688 | Donor Stated Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (84 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 1a | Schedule O: Explanation of the Board of Directors delegation |
| of broader authority to the Executive Committee: | |
| Prior to Feb. 9, 2012, Article III (B) of the Bylaws of United Church | |
| Homes Board of Directors provided as follows: | |
| An Executive Committee will be established to act in an interim | |
| committee capacity for the Board of Directors. The | |
| composition of the Executive Committee will be determined | |
| by the Board of Directors. | |
| Pursuant to a unanimous vote to Amend the Bylaws by the Board | |
| of Directors, Article III(B) of the Bylaws of United | |
| Church Homes' Board of Directors was Amended effective | |
| Feb. 9, 2012, to provide as follows: | |
| An Executive Committee will be established to act in an interim | |
| capacity for the Board of Directors with the authorization | |
| to carry out the functions of the Board as provided in | |
| Article I (A)(1-7) of the Bylaws. The composition of the Executive | |
| Committee shall consist of the Officers as provided in Article II(A) | |
| of the Bylaws, and one (1) additional at large Member | |
| of the Board as appointed by the then serving Chairperson | |
| of the Board of Directors, at his/her discretion. The term of | |
| the at large Member of the Executive Committee shall be determined | |
| by the then current Chairperson of the Board. | |
| Pt VI, Line 6 | United Church Homes has a Governing Board of Directors, |
| who are also the members of the corporation. | |
| Pt VI, Line 7a | The governing board elects its officers by majority rule. |
| Pt VI, Line 11b | The form 990 review process is as follows: |
| Form 990, Part IX, Line 24f | RAW FOODS 1923588. 1922717. 0. 871. SUPPLIES 1049645. 957534. 85568. 6543. PROFESSIONAL FEES 754686. 137313. 540766. 76607. REPAIR/MAINTENANCE 929015. 849984. 78931. 100. RETIREMENT OF DEBT 609638. 609638. 0. WORKERS COMPENSATION 544374. 519593. 22782. 1999. DUES/LICENSE 527296. 311767. 187131. 28398. UCHM-VALUATION ADJUSTMENT 500000. 0. 500000. 0. NON-DEPRECIATIVE EQUIPMENT 312989. 255008. 57981. 0. PHYSICIAN SERVICES 292431. 292431. 0. 0. BAD DEBTS 249531. 248048. 1483. 0. REAL ESTATE TAX 1553 |
| The 990 is prepared by management and is reviewed | |
| by the six-member finance committee of the board. | |
| This committee, as part of its functioning is to review | |
| the Form 990. Upon the completion of this review process, | |
| the Form 990 is then submitted to the full Board of | |
| Directors before the Form 990 is filed with the IRS. | |
| Pt VI, Line 12c | The organization regularly and consistently monitors and |
| enforces compliance with its Conflict of Interest policy as follows: | |
| 1) The Organization's corporate Bylaws require that each of the | |
| Board of Director members disclose annually, in writing, | |
| interests that could be construed as a conflict of interest. | |
| 2) On November 1, 1999, the Organization adopted a Corporate | |
| Compliance Policy and Program applicable to Directors, | |
| Officers, Key Employees, and all other employees, which is | |
| inclusive of a Conflict of Interest Policy. The purpose of the Corporate | |
| Compliance Policy provides that the Organization is committed | |
| to conducting its business ethically and in conformance with | |
| all applicable laws, regulations, rules and standards. The | |
| Policy contains internal requirements related to gifts/gratuities, outside | |
| business or professional interests, personal beliefs and abuse | |
| of the employee or volunteer relationship. The Policy is enforced and | |
| monitored on an ongoing basis via management, self, or | |
| confidential third party disclosure via a secure Hotline. | |
| 3) The Organization has also adopted as part of its Corporate | |
| Compliance Program a Standards of Conduct policy. The Standards | |
| of Conduct provide that the Organization's staff members, | |
| independent contractors, volunteers, and Board members are | |
| expected to refrain from and avoid conflicts or the appearance of | |
| conflicts between their private interests and those of | |
| the Organization. | |
| 4) Although most allegations of misconduct are most appropriately | |
| addressed by the Corporate Compliance Officer(CCO) or | |
| Human Resources, occasionally issues arise that should be | |
| addressed under direction of legal counsel. This policy | |
| provides guidance for the compliance office to determine | |
| when and how issues should be turned over to legal counsel. | |
| Furthermore, it provides guidance for both the Compliance Office | |
| and legal counsel to conduct compliance inquiries and investigations. | |
| For purposes of this policy, the term legal counsel refers | |
| to either inside or outside counsel. | |
| 5) United Church Homes is committed to conducting its | |
| business ethically and in conformance with all applicable laws, | |
| regulations, and standards. To support this commitment, | |
| United Church Homes will maintain a written Standards of | |
| Conduct to provide guidance on employee and organizational | |
| responsibilities related to compliance. The standards | |
| address specific issues related to reimbursement, financial | |
| relationships, quality of care and other critical areas. | |
| Pt VI, Line 15a | In 2012, the United Church Homes Board of Directors established |
| and implemented a standing Compensation Committee, the purpose of which | |
| is to ensure that the organization achieves its mission by | |
| discharging the responsibilities of the Board related to the | |
| compensation of the President & CEO of the organization. | |
| Pt XI | Net Assets Reconciliation is as follows: |
| Changes in net assets occurred from Capital Contributions to UCH's | |
| affiliated Projects, and changes in gift annuity net | |
| present value. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFFILIATES LISTSEE ATTACHEDUCH INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 EAST CENTER ST | AddressLine1 |
| City | MARION | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344429276 | EIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UCH ASSURANCE COMPANY LLC | ||
| 1b | 576446 | Recorded Amount |
| HOUSING ADMINISTRIVE PERSONEL | ||
| 1n | 1254227 | Recorded Salaries |
| HOUSING FACILITIES OWNERS ADVANCE | ||
| 1o | 516771 | Greater than $50k |
| HOUSING FACILITIES DUE TO UCH | ||
| 1q | 220349 | Recorded Amount |
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