2013-02-15T08:49:38-06:00 2012-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2011-07-01 561381671 UNITED METHODIST AGENCY FOR THE RETARDED WESTERN NORTH CAROLINA INC UNIT 7048751328 PO BOX 1558 HUNTERSVILLE NC 280701558 ANN CHURCH 7048751328 2013-02-13 1 PAULA P TILLEY P00051456 7043770239 2013-02-13 2011 2016-03-07 17:11:31Z ANN CHURCH PO BOX 1558 HUNTERSVILLE NC 280701558 7704037 0 X WWW.UMARINFO.COM X 1983 NC UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. 12 11 353 245 0 0 720519 852373 6689499 6682947 4707 13248 75611 137775 7490336 7686343 0 0 0 0 4969181 5148841 0 0 266548 2430483 2574484 7399664 7723325 90672 -36982 7233805 7932025 1026329 2005351 6207476 5926674 UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. 0 0 4693667 5215505 RESIDENTIAL SERVICES: RESIDENTIAL SERVICES PROVIDES GROUP HOME SERVICES, SUPPORTED APARTMENT SERVICES, IN-HOME SERVICES, COMMUNITY ALTERNATIVE PROGRAM SERVICES AND DEVELOPMENTAL THERAPY SERVICES FOR APPROXIMATELY 200 DEVELOPMENTALLY DISABLED ADULTS. UMAR PROVIDES 24 HOUR CARE FOR ITS RESIDENTS. 1637150 1467442 DAY PROGRAM SERVICES: PROVIDE VOCATIONAL SERVICES IN ROCKINGHAM COUNTY. OPPORTUNITIES INCLUDE HORTICULTURE, MOBILE WORK CREWS, ARTS PROGRAM AND PRODUCTION SERVICES. ALTERNATIVE VOCATIONAL SERVICES ARE ALSO AVAILABLE FOR INDIVIDUALS WHO DO NOT NEED OR WANT REGULAR EMPLOYMENT. THESE INDIVIDUALS HAVE AN OPTION TO ATTEND OUR ARTS PROGRAM WHERE THEIR CREATIVITY IS NURTURED AND ENCOURAGED THROUGH MULTIPLE ARTISTIC MEDIUMS. AT THE END OF THIS PROGRAM THE INDIVIDUALS HAVE THE OPTION TO SELL THEIR ART. SUPPORTED EMPLOYEMENT HELPS INDIVIDUALS FIND EMPLOYMENT. 6330817 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 16 0 353 1 0 0 0 0 0 1 1 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 NC X X TERAN MORROW CAO 7046597640 PO BOX 1558 HUNTERSVILLE NC 28070 RANDY BASS 0.50 X 0 0 0 MAX DANIEL 0.50 X X 0 0 0 ADAM DUNAWAY 0.50 X 0 0 0 BILL ERVIN 0.50 X 0 0 0 ED IMBROGNO 0.50 X X 0 0 0 GINGER KELLY 0.50 X 0 0 0 MARGARET MCCLESKEY 0.50 X 0 0 0 RICHARD MCKNIGHT 0.50 X X 0 0 0 CAROLYN MIDDLEBROOKS 0.50 X 0 0 0 CHAD SCOTT 0.50 X 0 0 0 MIKE WILSON 0.50 X 0 0 0 JENNIFER DAVIS 0.50 X 0 0 0 REV SYLVIA WILHELM 0.50 X 0 0 0 ANN CHURCH 50.00 X 22190 0 0 TERAN MORROW 50.00 X 52737 0 2221 74927 0 2221 0 0 0 0 0 184674 667699 39702 852373 GROUP HOME OPERATIONS 624100 5215505 5215505 DAY PROGRAMS 624100 1467442 1467442 6682947 6101 6101 7147 0 7147 7147 7147 9100 184674 17694 -8594 -8594 MISCELLANEOUS INCOME 624100 146369 146369 146369 7686343 6829316 0 4654 166753 133402 26681 6670 3992380 3444766 372695 174919 634783 545069 61789 27925 354925 308270 33006 13649 62304 62304 72885 72885 58203 57951 252 19542 3741 15801 137082 115627 20728 727 31680 6562 22890 2228 489788 328670 161118 124078 114063 5915 4100 18731 2163 7471 9097 6402 6402 210052 196527 13263 262 86356 62801 23555 AUTO LEASE & EXPENSES 408030 377610 30137 283 FOOD 238569 238569 REPAIRS & MAINTENANCE 141199 133982 7217 TELEPHONE EXPENSE 116362 98519 15148 2695 353221 220476 124805 7940 7723325 6330817 1125960 266548 1570505 308778 1199311 102072 146215 488289 465409 0 10000 84795 81701 12314 74370 7203395 2066054 3869583 5137341 480765 486899 625482 22001 7233805 7932025 623017 586841 403312 1418510 1026329 2005351 X 5801944 4670314 194968 1045796 210564 210564 6207476 5926674 7233805 7932025 X -36982 -243820 X 0 1 0 X 0 X 758467 815619 492419 720519 852373 3639397 758467 815619 492419 720519 852373 3639397 384511 3254886 31068 13299 6864 4511 6101 61843 278904 75611 137775 492290 4193530 29653954 0.77620 0.85400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 474865 5900 10897 4763 486899 387130 87735 474865 351609 35521 387130 351609 351609 0.43000 0.57000 1 0 207725 207725 6142428 1463119 4679309 641417 489078 152339 211825 113857 97968 5137341 FOUNDATION FOR THE CAROLINAS 5654 F UNITED METHODIST FOUNDATION 481245 F 486899 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR CAPITAL IMPROVEMENTS AND GENERAL DAY TO DAY OPERATIONS OF THE ORGANIZATIONS FACILITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION AND THE COMMUNITY HOMES ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. AS OF JUNE 30, 2012, THE TAX YEARS ENDED JUNE 30, 2009 THROUGH 2012 WERE OPEN FOR POTENTIAL EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2012 AND 2011. GOLF EVENT 77988 68888 9100 6215 2875 1584 LUNCHEONS 115786 115786 250 1335 5435 193774 184674 9100 6465 4210 7019 17694 -8594 ANN CHURCH PRESIDENTCEO X 10000 10000 0 1 1 10000 (A) PURPOSE OF THE LOAN: LOAN FROM ORGANIZATION FOR $10,000 TO BE FORGIVEN AS ADDITIONAL COMPENSATION OVER A 5 YEAR PERIOD $2,000 FOR EACH YEAR IN POSITION OF PRESIDENT OR TO BE PAID BACK UPON TERMINATION. X 4045 FAIR MARKET VALUE X 1 3370 FAIR MARKET VALUE X 3 20922 FAIR MARKET VALUE X 3 7300 FAIR MARKET VALUE X AUCTION ITEMS 3 2025 FAIR MARKET VALUE X OFFICE FURNITURE 2 2040 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE CAO AND PRESIDENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISCUSSES CONFLICT OF INTEREST POLICY ANNUALLY AT ALL CORPORATE MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWED LIKE POSITIONS ACROSS SIMILAR ORGANIZATIONS WITH SIZE TAKEN INTO CONSIDERATION. THE BOARD THEN ESTABLISHED PAY FOR THE CEO AND OTHER LEADERSHIP TEAM MEMBERS BASED ON THAT INFORMATION. THE BOARD OF DIRECTORS AND COMPENSATION COMMITTE THEN APPROVES THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT THE OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 131. PRIOR PERIOD AJUSTMENT TO TIE TO AUDIT -243,951. TOTAL TO FORM 990, PART XI, LINE 5: -243,820. WESTERN NORTH CAROLINA COMMUNITY HOMES #1 INC PO BOX 1558 HUNTERSVILLE NC 280701558 581738203 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #2 INC PO BOX 1558 HUNTERSVILLE NC 280701558 581738204 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #3 INC PO BOX 1558 HUNTERSVILLE NC 280701558 581677841 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #4 INC PO BOX 1558 HUNTERSVILLE NC 280701558 582019040 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #5 INC PO BOX 1558 HUNTERSVILLE NC 280701558 582115472 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #6 INC PO BOX 1558 HUNTERSVILLE NC 280701558 561908238 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #7 INC PO BOX 1558 HUNTERSVILLE NC 280701558 562132193 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #9 INC PO BOX 1558 HUNTERSVILLE NC 280701558 300147138 HUD HOME OWNED BY UMAR, INC. NC 501(C)(3) 509(A)(1) UNITED METHODIST AGENCY FOR THE RETARDED INC 1 WESTERN NORTH CAROLINA COMMUNITY HOMES #10 INC PO BOX 1558 HUNTERSVILLE NC 280701558 205079465 HUD HOME OWNED BY UMAR, INC. 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