2013-11-12T12:09:12-08:00 2012-12-31 990 2012-01-01 344429276 UNITED CHURCH HOMES INC UNIT 7403824885 170 EAST CENTER ST MARION OH 43302 JOHN P STONER 7403824885 2013-10-02 2012 2016-02-24 21:20:13Z REV DANIEL 170 EAST CENTER ST MARION OH 43302 61714815 false X www.unitedchurchhomes.org X 1920 OH See Page 2, Part III, Question 4a 20 19 1547 364 351211 769615 795996 61242006 60092891 720961 735748 0 62732582 61624635 0 0 30166360 30109574 0 545565 28378622 29501836 58544982 59611410 4187600 2013225 88588101 91028407 30664152 29002303 57923949 62026104 See Page 2, Part III, Question 4a false false 54028513 59826647 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. 1324462 1536601 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. 372681 351211 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.. 55725656 true true false false false false false false false true true false true true true false true true false false false false false false false false false false false true true false false false false false false false false false false true false false false false true false false false true 97 0 false 1547 true true true false false false false true true false false false false false false false false false X 20 19 false false false false true false false true true false true true true true true true true true true false false IN OH GA X JOHN P STONER VPCFO 7403824885 170 EAST CENTER ST MARION OH 43302 MR THOMAS A BROWNFIELD 1.00 X 0 0 0 REV DANIEL L BUSCH 1.00 X 0 0 0 MRS LINDA P DITZLER 1.00 X 0 0 0 REV CATHERINE LAWRENCE 1.00 X 0 0 0 REV BETH LONG-HIGGINS 1.00 X 0 0 0 MR JAMES L HENRY 2.00 X 0 0 0 MR PHILIP MALLOTT 1.00 X 0 0 0 MR ALAN B MIKESELL 1.00 X 0 0 0 REV PERSIDA RIVERA-MENDEZ 1.00 X 0 0 0 REV DAVID V SCHWAB 1.00 X 0 0 0 MRS MARY E SEYMOUR 1.00 X 0 0 0 MRS SUSAN B SHEIDLER 1.00 X 0 0 0 MR E ROGER STEWART 1.00 X 0 0 0 REV DR CARL P WALLACE 1.00 X 0 0 0 REV C EDWARD WEISHEIMER 1 X MRS SUZANNE S ELLIS 2 X X MS CATHERINE GREEN 2 X X MR ROBERT C KUTSCHBACH 2 X X MR WILLIAM R WILKINS 2 X X REV KENNETH V DANIEL 40 X X 268057 18013 MR TIMOTHY P HACKETT 40 X 153500 30332 MR JOHN P STONER 40 X 240433 17771 MR ROB WEISBRODT 40 X 146097 20052 MRS CHERYL L WICKERSHAM 40 X 137706 22057 MR KENNETH L YOUNG 40 X 182182 29956 1584620 164950 8 true true false 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 5 795996 65477 795996 Resident Services 623000 57534350 HSG Management Fees 623000 1880043 343443 UCH Assurance 623000 292009 UCHM Management Fees 623000 270272 Misc. Service Revenue 623000 64322 51895 7768 60092891 825572 356 90180 -89824 -89824 -89824 61624635 60477428 351211 2036620 578031 1381814 76775 25559128 23538594 1855626 164908 307278 213360 91176 2742 263925 231996 31000 929 1942623 1720231 206205 16187 78453 45303 29587 3563 107026 59994 37033 9999 74709 29977 40259 4473 589022 503383 80788 4851 271950 135432 119848 16670 2125189 1982551 140749 1889 391399 99643 254870 36886 79029 53450 25479 100 828941 779229 49712 0 0 3612727 -3677655 64928 3328990 3231362 97372 256 1497482 1329245 168237 0 Medical Insurance 3213568 2925522 263316 24730 Ancillary Labor 3495398 3495398 0 0 Bed Tax 2815878 2815878 0 0 Ancillary Supplies 2590862 2590862 0 0 8013940 5753488 2144773 115679 59611410 55725656 3340189 545565 5200 5200 13315237 14465599 152920 143779 5902585 5967434 778369 769002 717422 817637 85801259 53654268 32364272 32146991 25548454 27348206 2000000 1500000 1237633 2284040 645135 190683 5920874 5389836 88588101 91028407 7587006 7295365 1066297 1907956 17164000 15665706 132037 130242 4714812 4003034 30664152 29002303 X 49451915 52395015 1704966 2789458 6767068 6841631 57923949 62026104 88588101 91028407 X 2013225 991919 1097011 X false true X true true true X 0 0 0 2334085 1471920 813030 769615 795996 6184646 80095323 59819913 62142413 60751513 59438047 322247209 82429408 61291833 62955443 61521128 60234043 328431855 328431855 812290 31504 1155557 542400 825572 3367323 188014 32238 337045 337561 351211 1246069 1000304 63742 1492602 879961 1176783 4613392 39625 7221752 5808524 331493 123985 13525379 346570626 0.94770 0.95080 0.01330 0.01210 X 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.; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 9456950 962216 173486 118965 10473687 8639021 1195435 -102813 274693 9456950 7774757 970395 238539 344670 8639021 6585369 821101 139070 -229217 7774757 9120028 679671 -2244949 969381 6585369 0.08290 0.65320 0.26390 false false false 2439003 2439003 59933580 37963053 21970527 12020781 7824457 4196324 11407895 7866758 3541137 32146991 Donor Restricted Assets 2284040 F 2284040 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 5389836 Refundable Entrance Fees 2488733 Long-Term Gift Annuity & Other 1284189 Est. Oblig. to Provide Future Services-Bond 222112 Deferred Liab. Future svc. Cost 8000 4003034 61714459 61714459 -89824 -89824 61624635 59521586 59521586 89824 89824 59611410 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. X true true X X X true true false false false false false false false 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 108088 2938 6883 256359 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. A PNC BANK 221146430 000000000 2012-06-01 16500000 Refinance Bonds Lower Price false false false A 16265000 16323550 16500000 58550 37314 2005 true false true true X Misc. Equipment 133 20699 Fair Market Value X Misc. Equipment 4169 25090 Donor Stated Value X Misc. Equipment 1 19688 Donor Stated Value false false false 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. AFFILIATES LISTSEE ATTACHEDUCH INC 170 EAST CENTER ST MARION OH 43302 344429276 false true false false false false false false false false false false false false true true false true false UCH ASSURANCE COMPANY LLC 1b 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