PENINSULA UNITED METHODIST HOMES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA UNITED METHODIST HOMES INC (EIN 51-0082520)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349307873
- 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 | 2013-11-15T14:23:03-06:00 | 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 | 1650 MARKET STREET 45TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | 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 | 510082520 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENINSULA UNITED METHODIST HOMES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PENI | NameControl |
| Phone | 2156618330 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 MORRIS ROAD PO BOX 90 | AddressLine1 |
| City | WEST POINT | City |
| State | PA | State |
| ZIP Code | 19486 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD T GRANT | Name |
| Title | TREASURER | Title |
| Phone | 2156618330 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARVIN MASHNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 MORRIS ROAD PO BOX 90 | AddressLine1 |
| City | WEST POINT | City |
| State | PA | State |
| ZIP Code | 19486 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 52510115 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PUMH.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1954 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE OF PENINSULA UNITED METHODIST HOMES, INC. IS TO SERVE OLDER ADULTS SIXTY-TWO YEARS OF AGE AND OLDER, PROVIDING RETIREMENT-LIFE SERVICES INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING CARE AND COMPLEMENTARY SERVICES; MEETING RESIDENT NEEDS IN A CHRISTIAN MANNER WITHOUT PREJUDICE OR PREFERENCE TO ANY FAITH, IN AN EXPRESSION OF LOVING KINDNESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 820 | TotalNbrEmployees |
| Total Nbr Volunteers | 271 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 719872 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1050888 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 45259896 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 45110359 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1503030 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1005415 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 894865 | OtherRevenuePriorYear |
| Other Revenue Current Year | 797688 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 48377663 | TotalRevenuePriorYear |
| Total Revenue Current Year | 47964350 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2230 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 343 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 19353427 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19353092 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24632905 | OtherExpensePriorYear |
| Other Expenses Current Year | 23086929 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 43988562 | TotalExpensesPriorYear |
| Total Expenses Current Year | 42440364 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4389101 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5523986 | RevenuesLessExpensesCY |
| Total Assets BOY | 152202688 | TotalAssetsBOY |
| Total Assets EOY | 155528452 | TotalAssetsEOY |
| Total Liabilities BOY | 140372074 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 137735742 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11830614 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17792710 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AS AN ACTS RETIREMENT-LIFE COMMUNITY, PENINSULA UNITED METHODIST HOMES, INC. IS COMMITTED TO PROVIDING SECURITY AND PEACE OF MIND TO ALL SENIORS BY BEING THE PRE-EMINENT PROVIDER OF RETIREMENT-LIFE SERVICES, MEETING SENIORS' SOCIAL, PERSONAL, HEALTH AND SPIRITUAL NEEDS IN A CHRISTIAN ATMOSPHERE GRACED WITH LOVING-KINDNESS, DIGNITY, SENSITIVITY, HONESTY, AND RESPECT WITHOUT PREJUDICE TO ANY INDIVIDUAL OR PREFERENCE TO ANY PARTICULAR FAITH OR CREED. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 38099139 | Expense |
| Grants | 343 | Grants |
| Revenue | 45110359 | Revenue |
| Description | PENINSULA UNITED METHODIST HOMES, INC. ("PUMH,INC.") PROVIDES COMPREHENSIVE LIFE CARE SERVICES TO SENIOR ADULTS AGED 62 AND OLDER, THAT INCLUDES INDEPENDENT LIVING HOUSING, DINING AND NUTRITIONAL SERVICES, PASTORAL SERVICES, SECURITY, HOUSEKEEPING, MAINTENANCE SERVICES AND SOCIAL, CULTURAL, EDUCATIONAL, SPIRITUAL AND RECREATIONAL ACTIVITIES. IN ADDITION, WHEN A RESIDENT'S HEALTH CARE NEEDS CHANGE, HOME HEALTH, ASSISTED LIVING, SKILLED NURSING CARE AND HOSPICE SERVICES ARE AVAILABLE. ALL PHYSICAL ACCOMMODATIONS AND SERVICES ARE PROVIDED UNDER THE TERMS OF A FORMAL AGREEMENT WHICH ALSO ASSURES THAT ASSISTED LIVING AND SKILLED NURSING CARE WILL BE PROVIDED TO RESIDENTS WHEN THEY NEED IT, WITHOUT A CHANGE IN THEIR MONTHLY FEE, THEREBY OFFERING FURTHER SECURITY AND PEACE OF MIND. IN 2012, PUMH SERVED, ON AVERAGE, 590 RESIDENTS IN INDEPENDENT LIVING, 120 RESIDENTS IN ASSISTED LIVING AND 137 RESIDENTS IN SKILLED CARE. | Description |
| Total Program Service Expense | 38099139 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | 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 | 1 | 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 | 75 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 820 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | DE | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD T GRANT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2156618330 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 MORRIS ROAD PO BOX 90 | AddressLine1 |
| City | WEST POINT | City |
| State | PA | State |
| ZIP Code | 19486 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MARVIN MASHNER | ||||||||
| CHAIRMAN | 4.00 | 53.50 | X | X | 0 | 640722 | 610977 | |
| WILLIAM E HOLLOWAY | ||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| ELRIC C GERNER | ||||||||
| SECRETARY | 1.00 | 3.50 | X | X | 0 | 0 | 0 | |
| GERALD T GRANT | ||||||||
| TREASURER | 2.00 | 55.10 | X | X | 0 | 375356 | 110283 | |
| J MARK VANDERBECK | ||||||||
| ASSISTANT SECRETARY | 2.00 | 55.10 | X | X | 0 | 364141 | 167051 | |
| SUSAN B ALLMOND | ||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DONALD L DAVIS | ||||||||
| DIRECTOR | 1.00 | 11.10 | X | 0 | 0 | 0 | ||
| JOHN D FAIRCHILD | ||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| KAREN I CHRISTIANSEN | ||||||||
| ASSISTANT TREASURER | 2.00 | 53.10 | X | 0 | 240459 | 19480 | ||
| EILEEN HANHAUSER | ||||||||
| EXECUTIVE DIRECTOR | 45.00 | 0.00 | 0 | 107254 | 7640 | X | ||
| YINGYING INGLES | ||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | 104088 | 0 | 8554 | X | ||
| TERUKO WHITE | ||||||||
| EXECUTIVE DIRECTOR | 45.00 | 0.00 | 0 | 129349 | 10407 | X | ||
| ROBYN CRANDALL | ||||||||
| EXECUTIVE DIRECTOR | 45.00 | 0.00 | 0 | 119430 | 10776 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 104088 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1976711 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 945168 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 102289 | ATLANTA | GA | 303682289 | CULINARY SERVICES | 4141052 |
| MILLER BROS DIV OF WAMPOLE-ML | |||||
| 301 ALAN WOOD ROAD | CONSHOHOCKEN | PA | 19428 | ELECTRICAL SERVICES | 406659 |
| GENESIS REHABILITATION SERVICE | |||||
| PO BOX 7247-6524 | PHILADELPHIA | PA | 191706524 | THERAPY SERVICES | 378249 |
| MOON SITE MANAGEMENT INC | |||||
| PO BOX 672 | CHESAPEAKE CITY | MD | 21915 | LANDSCAPING SERVICES | 363541 |
| BENTZ ELECTRICAL CONSTRUCTION | |||||
| 1896 BEECHWOOD DRIVE | WILMINGTON | DE | 19810 | ELECTRICAL SERVICES | 353178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| All Other Contributions | 1050888 | AllOtherContributions |
| Noncash Contributions | 20749 | NoncashContributions |
| Total Contributions | 1050888 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MONTHLY FEES | 623000 | 29518812 | 29518812 |
| ENTRANCE FEE AMORT. | 623000 | 6831750 | 6831750 |
| MEDICAL SERVICES REV. | 623000 | 4147149 | 4147149 |
| MEDICARE AND MEDICAID | 623000 | 3254755 | 3254755 |
| RES. ANCILLARY REV. | 623000 | 796755 | 796755 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 561138 | TotalRevenueColumn |
| Related Or Exempt Function Income | 561138 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 45110359 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1061445 | TotalRevenueColumn |
| Exclusion | $1,061,445 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4481005 | Securities |
| Other | 8730 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4545765 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -64760 | Securities |
| Other | 8730 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -56030 | TotalRevenueColumn |
| Exclusion | -$56,030 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| CAFE & CATERING INCOME | 722210 | 245427 | $245,427 |
| GUEST SUITES REVENUE | 721000 | 128348 | $128,348 |
| APARTMENT MODIFICATION | 623000 | 86875 | $86,875 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 337038 | TotalRevenueColumn |
| Exclusion | $337,038 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 797688 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47964350 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45110359 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,803,103 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343 | Total |
| Program Services | 343 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16074892 | Total |
| Program Services | 15267680 | ProgramServices |
| Management And General | 807212 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182696 | Total |
| Program Services | 176338 | ProgramServices |
| Management And General | 6358 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1880865 | Total |
| Program Services | 1714979 | ProgramServices |
| Management And General | 165886 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1214639 | Total |
| Program Services | 1152792 | ProgramServices |
| Management And General | 61847 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37999 | Total |
| Management And General | 37999 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59898 | Total |
| Management And General | 59898 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106979 | Total |
| Management And General | 106979 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1997808 | Total |
| Program Services | 1893686 | ProgramServices |
| Management And General | 104122 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232157 | Total |
| Management And General | 232157 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1221027 | Total |
| Program Services | 1068381 | ProgramServices |
| Management And General | 152646 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88101 | Total |
| Management And General | 88101 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3010042 | Total |
| Program Services | 3010042 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89144 | Total |
| Program Services | 85319 | ProgramServices |
| Management And General | 3825 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2489281 | Total |
| Program Services | 2489281 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5728882 | Total |
| Program Services | 5697962 | ProgramServices |
| Management And General | 30920 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 710702 | Total |
| Program Services | 958876 | ProgramServices |
| Management And General | -248174 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| MANAGEMENT SERVICES | 2634776 | 2634776 | |
| FOOD EXPENSE | 2208000 | 60513 | 2147487 |
| MAINTENANCE SERVICES | 1171892 | 1171892 | |
| MEDICAL SUPPLIES | 522633 | 522633 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 777608 | Total |
| Program Services | 741448 | ProgramServices |
| Management And General | 36160 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42440364 | Total |
| Program Services | 38099139 | ProgramServices |
| Management And General | 4341225 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6244 | BOY |
| EOY | 5483 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19544568 | BOY |
| EOY | 7159920 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2306656 | BOY |
| EOY | 1861730 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474632 | BOY |
| EOY | 514547 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 125086838 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13680691 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110618482 | BOY |
| EOY | 111406147 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7697297 | BOY |
| EOY | 21334274 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2357116 | BOY |
| EOY | 2415296 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9197693 | BOY |
| EOY | 10831055 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152202688 | BOY |
| EOY | 155528452 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6228284 | BOY |
| EOY | 5131405 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59145649 | BOY |
| EOY | 61765890 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63955000 | BOY |
| EOY | 47675000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2654957 | BOY |
| EOY | 14775000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8388184 | BOY |
| EOY | 8388447 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140372074 | BOY |
| EOY | 137735742 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3212714 | BOY |
| EOY | 8216376 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6764350 | BOY |
| EOY | 7711947 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1853550 | BOY |
| EOY | 1864387 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11830614 | BOY |
| EOY | 17792710 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152202688 | BOY |
| EOY | 155528452 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5523986 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 413528 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 24582 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 4668224 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 513040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 429683 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 719872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 997910 | CurrentTaxYear |
| Total | 7328729 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43477943 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45068606 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30474969 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46084176 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45908047 | CurrentTaxYear |
| Total | 211013741 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48146167 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45581646 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30904652 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46804048 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46905957 | CurrentTaxYear |
| Total | 218342470 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 218342470 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 378974 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 467869 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 655907 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 358289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1061445 | CurrentTaxYear |
| Total | 2922484 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 378974 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 467869 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 655907 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 358289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1061445 | CurrentTaxYear |
| Total | 2922484 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 19860 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10579 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17646 | CurrentTaxYearMinus1Year |
| Total | 48085 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 868882 | CurrentTaxYearMinus4Years |
| Total | 868882 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49394023 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 46069375 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31571138 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47179983 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47967402 | CurrentTaxYear |
| Total | 222181921 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98270 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97750 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01320 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01260 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1853550 | BeginningOfYearBalance |
| Contributions | 10837 | Contributions |
| Investment Earnings Or Losses | 59440 | InvestmentEarningsOrLosses |
| Other Expenditures | 59440 | OtherExpenditures |
| End Of Year Balance | 1864387 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1753383 | BeginningOfYearBalance |
| Contributions | 64912 | Contributions |
| Investment Earnings Or Losses | 95155 | InvestmentEarningsOrLosses |
| Other Expenditures | 59900 | OtherExpenditures |
| End Of Year Balance | 1853550 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1753383 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 104112 | InvestmentEarningsOrLosses |
| Other Expenditures | 104112 | OtherExpenditures |
| End Of Year Balance | 1753383 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1753383 | BeginningOfYearBalance |
| End Of Year Balance | 1753383 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2183087 | BeginningOfYearBalance |
| Contributions | 3576 | Contributions |
| Investment Earnings Or Losses | -433280 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1753383 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7856493 | OtherCostOrOtherBasis |
| Book Value | 7856493 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 104991565 | OtherCostOrOtherBasis |
| Depreciation | 10512046 | Depreciation |
| Book Value | 94479519 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2199048 | OtherCostOrOtherBasis |
| Depreciation | 343044 | Depreciation |
| Book Value | 1856004 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10039732 | OtherCostOrOtherBasis |
| Depreciation | 2825601 | Depreciation |
| Book Value | 7214131 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 111406147 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 402960 |
| DUE FROM AFFILIATES | 851761 |
| INTEREST IN THE NET ASSETS OF PUMH FOUNDATION, INC. | 9576334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 10831055 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $601,559 |
| FAIR MARKET VALUE OF INVESTMENT CONTRACTS | $6,834,575 |
| ENTRANCE FEE DEPOSITS | $952,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8388447 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENTS PROVIDE FOR THE FINANCIAL SECURITY OF RESIDENTS AND PROTECT AGAINST THE FINANCIAL RISKS ASSOCIATED WITH ADVANCED AGE TO MAINTAINING IN RESIDENCE ANY PERSON WHO BECOMES UNABLE TO PAY REGULAR CHARGES; PROVIDE EMPLOYEES DEVELOPMENT AND TRAINING OPPORTUNITIES WHICH ENHANCE THEIR ABILITY TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND SPIRITUAL NEEDS OF THOSE SERVED BY THE ORGANIZATION; AND PROVIDE FUNDS FOR FACILITY IMPROVEMENT AND MAINTENANCE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | PENINSULA UNITED METHODIST HOMES, INC. ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING 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 IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINITES THAT MET THE RECOGNITION THRESHOLD IN 2012. THE FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE COMPANY FOR THE YEAR ENDED DECEMBER 31, 2011, THE PERIOD ENDED DECEMBER 31, 2010 AND THE FISCAL YEAR ENDED APRIL 30, 2010 HAVE BEEN FILED BUT REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARVIN MASHNER | ||||||||||||||
| CHAIRMAN | 0 | 478247 | 0 | 162475 | 0 | 0 | 0 | 597961 | 0 | 13016 | 0 | 1251699 | 0 | 0 |
| GERALD T GRANT | ||||||||||||||
| TREASURER | 0 | 289356 | 0 | 86000 | 0 | 0 | 0 | 94414 | 0 | 15869 | 0 | 485639 | 0 | 0 |
| J MARK VANDERBECK | ||||||||||||||
| ASSISTANT SECRETARY | 0 | 283416 | 0 | 80725 | 0 | 0 | 0 | 160275 | 0 | 6776 | 0 | 531192 | 0 | 0 |
| KAREN I CHRISTIANSEN | ||||||||||||||
| ASSISTANT TREASURER | 0 | 193644 | 0 | 46815 | 0 | 0 | 0 | 3935 | 0 | 15545 | 0 | 259939 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | PENINSULA UNITED METHODIST HOMES, INC. BOARD MEMBERS ARE INVITED TO PARTICIPATE IN AN EDUCATIONAL RETREAT WITH THE BOARD OF DIRECTORS FROM ACTS RETIREMENT-LIFE COMMUNITIES, NEAR ONE OR MORE OF ACTS' COMMUNITIES, WHICH MAY REQUIRE SOME OR ALL TO TRAVEL. SPOUSES OF BOARD MEMBERS ARE ALSO INVITED TO ATTEND AT THE COMPANY'S EXPENSE. THESE SPOUSES PARTICIPATE IN EDUCATIONAL SESSIONS, SINCE THEY TOO HAVE AN INTEREST IN THE MISSION OF THE ORGANIZATION, FREQUENTLY BECOME INVOLVED IN DISCUSSION OF THEIR SPOUSE'S ROLE AND HOW THE ORGANIZATION FUNCTIONS, AND ALSO MUST PROVIDE ENABLING SUPPORT TO THE BOARD MEMBER. IN ADDITION, SPOUSES ALSO PROVIDE INSIGHT INTO THE EFFECTS OF ORGANIZATIONAL PLANS AND STRATEGIES. AS SUCH, THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 3 | IT HAS BEEN THE COMPANY'S PRACTICE UNDER THE AUSPICES AND DIRECTION OF ITS MANAGEMENT COMPANY TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2012, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION IS GENERALLY FOCUSED AT THE MEDIAN AND SLIGHTLY ABOVE IN ACCORDANCE WITH LEVELS IDENTIFIED IN THE STUDY. THE REPORTS' FINDINGS ARE REVIEWED WITH THE PARENT BOARD OFFICERS. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA. THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. |
| PART I, LINE 4B | PART I, LINE 4B: OTHER COMPENSATION FROM MARVIN MASHNER, GERALD T. GRANT AND J. MARK VANDERBECK INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $592,961 FOR MARVIN MASHNER (VESTED), $89,414 FOR GERALD T. GRANT (NON-VESTED) AND $155,275 FOR J.MARK VANDERBECK (NON-VESTED). |
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 |
|---|---|---|---|---|---|---|---|---|
| DELAWARE ECONOMIC DEVELOPMENT AUTHORITY SERIES 2007A | ||||||||
| A | 510269736 | 246387MN1 | 2007-12-15 | 50000000 | TO REFUND THE SERIES 1992, 1997 & 2002 BONDS & FUND CAPITAL IMPROVEMENTS | 0 | 0 | 0 |
| DELAWARE ECONOMIC DEVELOPMENT AUTHORITY SERIES 2007B | ||||||||
| B | 510269736 | 246387MP6 | 2007-12-15 | 15415000 | TO REFUND THE SERIES 1992, 1997 & 2002 BONDS & FUND CAPITAL IMPROVEMENTS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 2325000 | 50000000 | 720069 | 19571620 | 29708311 | 2009 | 0 | 1 | 1 | 1 |
| B | 15415000 | 15415000 | 221997 | 6033931 | 9159072 | 2009 | 0 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 1 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| B | 0 | 0 | 1 | 1 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 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 | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | |||||||||||||
| A | 0 | 0 | 0 | 1 | 1 | 1 | 29.400000000000 | 0 | 0 | 0 | 0 | 1 | |
| MORGAN STANLEY | |||||||||||||
| B | 0 | 0 | 0 | 1 | 1 | 1 | 9.800000000000 | 0 | 0 | 0 | 0 | 1 | CAPITAL MARKETS |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART IV, LINE 2C, NO REBATE DUE | Identifier |
| Explanation | THE DELAWARE ECONOMIC DEVELOPMENT AUTHORITY BONDS ISSUED 12/15/2007 HAD THEIR REBATE COMPUTATION PERFORMED ON 11/30/2012. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDES MANAGEMENT SERVICES TO PENINSULA UNITED METHODIST HOMES, INC. | |
| FORM 990, PART VI, SECTION A, LINE 6 | PENINSULA UNITED METHODIST HOMES, INC. ("PUMH") IS A DELAWARE TAX-EXEMPT ORGANIZATION, OF WHICH ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC) IS THE SOLE MEMBER. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC) IS THE SOLE MEMBER OF PENINSULA UNITED METHODIST HOMES, INC. AS SOLE MEMBER, IT HAS THE RIGHT TO ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC) IS THE SOLE MEMBER OF PENINSULA UNITED METHODIST HOMES, INC. AS SOLE MEMBER, IT HAS THE RIGHT TO AMEND THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER REVIEW BY THE ACTS' CFO AND CEO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE ACTS BOARD OF DIRECTORS' AUDIT COMMITTEE, WHICH INCLUDES TWO CERTIFIED PUBLIC ACCOUNTANTS. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF PENINSULA UNITED METHODIST HOME'S GOVERNING BODY BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED ON AN ANNUAL BASIS BY THE ORGANIZATION'S OFFICERS, DIRECTORS AND TRUSTEES. THE RESPONSES ARE REVIEWED BY THE CEO AND CHAIRMAN OF THE BOARD OF DIRECTORS TO DETERMINE IF CONFLICTS ARE PRESENT AND IF SO, THE EXTENT OF THE CONFLICT. FOR CONFLICTS THAT ARISE, THE OFFICER, DIRECTOR OR TRUSTEE MUST RECUSE THEMSELVES FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS THAT INVOLVE THE DETERMINED CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | IT HAS BEEN THE COMPANY'S PRACTICE UNDER THE AUSPICES AND DIRECTION OF ITS MANAGEMENT COMPANY TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2012, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION IS GENERALLY FOCUSED AT THE MEDIAN AND SLIGHTLY ABOVE IN ACCORDANCE WITH LEVELS IDENTIFIED IN THE STUDY. THE REPORTS' FINDINGS ARE REVIEWED WITH THE PARENT BOARD OFFICERS. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA. THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE FILED WITH NUMEROUS REGULATORY AUTHORITIES AND THEREFORE, ARE AVAILABLE TO THE PUBLIC. IN ADDITION, UPON RECEIPT OF A REQUEST AND ITS REVIEW, THE ORGANIZATION WILL MAKE AVAILABLE SUCH DOCUMENTS, AS DEEMED APPROPRIATE. AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. CERTAIN FINANCIAL STATEMENTS, SUCH AS ANNUAL REPORTS AND QUARTERLY REPORTS, ARE POSTED TO THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE AT EACH OF THE ORGANIZATION'S COMMUNITIES. IN ADDITION, FINANCIAL INFORMATION IS INCLUDED IN THE DISCLOSURE PACKAGES THAT ARE PROVIDED TO PROSPECTIVE RESIDENTS AND MADE AVAILABLE TO THE PUBLIC. CERTAIN OTHER FINANCIAL STATEMENTS ARE ALSO PROVIDED UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON TEMPORARILY RESTRICTED NET ASSETS 142,193. UNREALIZED LOSS ON INVESTMENT CONTRACTS -64,633. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -52,978. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART VII, COMPENSATION OF OFFICERS* | OTHER COMPENSATION INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR MARVIN MASHNER (VESTED), GERALD T. GRANT (NON-VESTED) AND J. MARK VANDERBECK (NON-VESTED). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUMH FOUNDATION INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 912161987 | FUNDRAISING | DE | 501(C)(3) | 11A, TYPE 1 | PENINSULA UNITED METHODIST HOMES INC | 0 | |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 231900132 | OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES | PA | 501(C)(3) | 9 | ACTS RETIREMENT SERVICES INC | 0 | |
| AZAELA TRACE INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 591932549 | CONTINUING CARE RETIREMENT COMMUNITY | FL | 501(C)(3) | 9 | ACTS ACQUISITION COMPANY LLC | 0 | |
| PARK POINTE VILLAGE INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 582420862 | CONTINUING CARE RETIREMENT COMMUNITY | SC | 501(C)(3) | 9 | ACTS ACQUISITION COMPANY LLC | 0 | |
| LANIER VILLAGE ESTATES | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 582440835 | CONTINUING CARE RETIREMENT COMMUNITY | GA | 501(C)(3) | 9 | ACTS RETIREMENT-LIFE COMMUNITIES INC | 0 | |
| ACTS RETIREMENT SERVICES INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 264573260 | SUPPORTING ORGANIZATION | PA | 501(C)(3) | 11B, II | 0 | N/A | |
| ACTS SIGNATURE COMMUNITY SERVICES INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 264573131 | HOSPICE AND HOME HEALTH SERVICES | PA | 501(C)(3) | 9 | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS MISSION FOUNDATION | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 264573334 | FUNDRAISING | PA | 501(C)(3) | 7 | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS MANAGEMENT SERVICES INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 264573412 | CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES | PA | 501(C)(3) | 11B, II | ACTS RETIREMENT SERVICES INC | 0 | |
| HERON POINT OF CHESTERTOWN INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 521530598 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | 9 | ACTS ACQUISITION COMPANY LLC | 0 | |
| PUMH HOME HEALTH CARE INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 510347212 | HOSPICE AND HOME HEALTH SERVICES | DE | 501(C)(3) | 9 | PENINSULA UNITED METHODIST HOMES INC | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VILLAGE NURSING CARE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 MORRIS ROAD | AddressLine1 |
| City | WEST POINT | City |
| State | PA | State |
| ZIP Code | 19486 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582643482 | EIN |
| Primary Activity | HOME HEALTH SERVICE AGENCY | PrimaryActivity |
| Legal Domicile State | GA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUMH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionType |
| Amount Involved | 1080360 | AmountInvolved |
| Method Of Amt Determination | FAIR MARKET VALUE | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS | ReturnReference |
| Explanation | LANIER VILLAGE ESTATES, INC. AND AZALEA TRACE, INC. WERE RELATED TAX-EXEMPT ORGANIZATIONS THROUGH 7/31/2012. ON 8/1/2012, BOTH OF THESE ORGANIZATIONS MERGED INTO ANOTHER RELATED TAX-EXEMPT ORGANIZATION, ACTS RETIREMENT-LIFE COMMUNITIES, INC. | Explanation |
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