2013-02-15T16:07:09-06:00 2012-03-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2011-04-01 750800694 C C YOUNG MEMORIAL HOME CCYO 2148278080 4847 WEST LAWTHER DRIVE NO 100 DALLAS TX 75214 KENT L SHIELDS 2148278080 2013-02-15 1 PAUL MAJORS P00133134 9723835700 2011 2016-03-07 17:11:31Z KENT L SHIELDS 4847 WEST LAWTHER DRIVE NO 100 DALLAS TX 75214 23007079 0 X WWW.CCYOUNG.ORG X 1922 TX C. C. YOUNG'S MISSION IS TO WORK WITH OTHERS TO TRANSFORM OUR COMPLEMENTARY SERVICE RESPONSES TO THE AGED. THROUGH COLLABORATION WE WILL INTENSIFY AND BROADEN OUR PROGRAMS AND SERVICES SO THAT EACH INDIVIDUAL MAY FLOURISH IN BODY, MIND AND SPIRIT. 10 9 447 2400 0 0 417167 300394 18625350 19912493 313690 329521 1822703 403380 21178910 20945788 60000 0 0 0 9544807 9483815 0 0 200697 10725548 14903673 20330355 24387488 848555 -3441700 108683229 107454343 90709011 92741027 17974218 14713316 X C.C. YOUNG'S MISSION IS TO WORK WITH OTHERS TO TRANSFORM OUR COMPLEMENTARY SERVICE RESPONSES TO THE AGED. THROUGH COLLABORATION WE WILL INTENSIFY AND BROADEN OUR PROGRAMS AND SERVICES SO THAT EACH INDIVIDUAL MAY FLOURISH IN BODY, MIND, AND SPIRIT. 0 0 12402768 9233078 C.C. YOUNG'S SKILLED NURSING FACILITY PROVIDES A CONSTELLATION OF SERVICE THAT VALUES THE AGED AND OFFERS OPPORTUNITIES FOR INDIVIDUALS 55 YEARS OF AGE AND BETTER. THE CONTINUUM OF SERVICES INCLUDES MEDICARE CERTIFIED SKILLED REHABILITATION, LICENSED NURSING CARE AND NURSING LEVEL DEMENTIA CARE. 5527562 4987633 AT C. C. YOUNG ASSISTED LIVING THEY PROVIDE RESIDENTS WITH A FULL RANGE OF SERVICES THAT ALLOW AUTONOMY, PRIVACY AND A TRUE SENSE OF VALUE. THEY TARGET ACTIVITIES OF DAILY LIVING SUCH AS MEDICATION MANAGEMENT, MEALS AND BATHING ASSISTANCE SO AN INDIVIDUAL IN ASSISTED LIVING CAN MAINTAIN AN INDEPENDENT LIFESTYLE. THE ASSISTED LIVING PROGRAM IS ASSISTED LIVING THAT PROMOTES OUR PHILOSOPHY OF LOVE, FREEDOM, SECURITY, AND SELF-GROWTH. RESIDENTS ARE ENCOURAGED TO PARTICIPATE IN AN ENJOYABLE COMMUNITY LIFESTYLE WHILE FEELING SECURE IN THE KNOWLEDGE THAT C. C. YOUNG'S 24-HOUR STAFF IS THERE TO PROVIDE COMPASSIONATE SUPPORT AND PERSONAL CARE WHEN NEEDED. 4013914 4823077 AT C. C. YOUNG'S RESIDENTIAL LIVING THE RESIDENTS SHAPE THEIR OWN FUTURE IN RESIDENTIAL LIVING. THEY CONTINUE TO DISCOVER, GROW AND BE CREATIVE IN C. C. YOUNG'S VISION.THE SERVICES GIVE RESIDENTS THE PRIVACY AND FREEDOM THEY DESIRE WHILE ALLOWING RESIDENTS TO ENJOY THEIR INDEPENDENCE WITHOUT THE RESPONSIBILITY OF MAINTAINING A HOUSE. ALL RESDIDENTIAL LIVING AREAS OFFER ADDITIONAL VENUES WHERE RESIDENTS DINE AND GATHER FOR SOCIAL OPPORTUNITIES. 235572 868705 HOSPICE- AT C. C. YOUNG, ALL PHASES OF LIFE ARE SIGNIFICANTLY IMPORTANT. END OF LIFE IS AN OPPORTUNITY FOR TERMINALLY ILL PERSONS AND THEIR FAMILIES TO CELEBRATE THE RELATIONSHIPS AND EXPERIENCES THEY HAVE HAD DURING THEIR LIFE, AS WELL AS THE COMING TO TERMS WITH LIFE IN GENERAL. SEASONS HOSPICE WORKS WITH THE INDIVIDUAL TO HELP ENSURE EACH PERSON IS ABLE TO ENJOY THIS TIME OF DEVELOPMENT. THROUGH THEIR QUALIFIED AND SUPPORTIVE HOSPICE STAFF THEY PROVIDE COMFORT, INCLUDING PAIN MANAGEMENT, CLERGY SUPPORT, IF DESIRED, AND NURSING CARE. KEEPING THE INDIVIDUAL COMFORTABLE AND FREE OF PAIN ENABLES EACH INDIVIDUAL TO FIND ACCEPTANCE AND FULFILLMENT IN THIS FINAL STAGE OF LIFE.CENTER FOR WELLNESS AND RENEWAL- AT C. C. YOUNG REHABILITATION HAS TAKEN A BIG STEP FORWARD. A NEW STATE OF THE ART OUTPATIENT REHABILITATION GYM WAS OPENED IN LATE 2009 AND COVERS MORE THAN 2500 SQUARE FEET IN THE LAWTHER POINT EAST BUILDING. THE NEW GYM IS AVAILABLE TO THE SKILLED NURSING RESIDENTS RECEIVING CARE ON THEIR MEDICARE CERTIFIED UNIT, AND TO ALL RESIDENTS AND THE SURROUNDING COMMUNITY THROUGH THEIR OUTPATIENT REHAB.VOLUNTEERS- THEY HAVE BOUNTIFUL VOLUNTEER OPPORTUNITIES FOR PEOPLE WITH A GIVING SPIRIT. THEY WELCOME CHURCH, YOUTH, AND SCHOOL GROUPS, AS WELL AS COMMUNITY VOLUNTEER ORGANIZATIONS-OR SIMPLY INDIVIDUALS WHO BELIEVE AS THEY DO: THAT SENIORS SHOULD BE VALUED ALL THROUGH LIFE. VOLUNTEERS DISCOVER WONDERFUL VOLUNTEER OPPORTUNITIES HERE. AT C. C. YOUNG'S THREE CAMPUS BEAUTY SHOPS, IT IS VOLUNTEERS WHO STYLE HAIR AND PROVIDE MANICURES. VOLUNTEERS HELP OUT AT CHURCH SERVICES, HOLIDAY FESTIVITIES, ICE CREAM SOCIALS AND BIRTHDAY PARTIES. C. C. YOUNG ALSO HAS AN ONGOING NEED FOR HOSPICE COMPANIONS. VOLUNTEERS WORK ON CAMPUS BEAUTIFICATION PROJECTS AND USE THEIR CLERICAL SKILLS FOR THE GREATER GOOD OF OUR COMMUNITY. VOLUNTEERS TEACH ARTS AND CRAFTS CLASS, PLAY THE PIANO, LEAD BOOK DISCUSSIONS, OR USE OTHER TALENTS TO BRING LIVING TO A FINE ART FOR THEIR RESIDENTS.PASTORAL CARE- PASTORAL CARE AT C. C. YOUNG STRENGTHENS THE CONNECTION OF RESIDENTS WITH THEIR LOCAL CHURCHES, DEVELOPS A WIDE RANGE OF SPIRITUAL PROGRAMMING ON THE C. C. YOUNG CAMPUS, AND PROVIDES CONSISTENT, PERSONAL PASTORAL CARE TO THEIR RESIDENTS.COLLABORATORS- OUR MISSION IS TO WORK WITH OTHERS TO TRANSFORM THEIR COMPLEMENTARY SERVICE RESPONSES TO THE AGED. THROUGH COLLABORATION THEY WILL INTENSIFY AND BROADEN OUR PROGRAMS AND SERVICES SO THAT EACH INDIVIDUAL MAY FLOURISH IN BODY, MIND AND SPIRIT. C. C. YOUNG HAS INVALUABLE COLLABORATIVE SUPPORT FROM SO MANY WHICH IS REALIZED EVERY DAY ON CAMPUS. OUR COLLABORATIVE RELATIONSHIPS HAVE BEEN DESIGNED TO HELP BOTH PARTIES ACHIEVE THEIR MUTUAL AND RESPECTIVE GOALS AND PURPOSES. IN 2010 THEY WORKED WITH OVER 40 COLLABORATIVE PARTNERS. 235572 868705 22179816 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 252 0 447 1 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KENT L SHIELDS 2148412886 4847 WEST LAWTHER DRIVE STE 100 DALLAS TX 75214 WILLIAM E COTHRUM 1.00 X X 0 0 0 REVEREND CLAYTON J OLIPHINT 1.00 X X 0 0 0 ALYS RICHARDS 1.00 X X 0 0 0 KENT L SHIELDS 50.00 X X 124376 0 21150 NANCY ANN HUNT 1.00 X 0 0 0 CINDY LUCAS 1.00 X 0 0 0 JAMES A SAVAGE JR 1.00 X 0 0 0 BARRY S SMITH MD 1.00 X 0 0 0 RICHARD STANFORD 1.00 X 0 0 0 ELIZABETH ZABY 1.00 X 0 0 0 RUSSELL CREWS 50.00 X 98967 0 0 223343 0 21150 1 0 0 0 MORRISON MANAGEMENT SPECIALISTS 5801 PEACHTREE DUNWOODY ROAD ATLANTA GA 30342 FOOD SERVICES 2019655 REHAB CARE GROUP EAST INC 7733 FORSYTH BOULEVARD SUITE 2300 ST LOUIS MO 63105 REHAB CARE FOR RESIDENTS 1741152 DIRECT ENERGY 12 E GREENWAY PLAZA SUITE 250 HOUSTON TX 77046 ELECTRIC SERVICES 1034978 CGLIC-PHOENIX EASC 900 COTTAGE GROVE ROAD BLOOMFIELD CT 06002 CIGNA HEALTH INSURANCE 808748 NETERA NETWORK INTEGRATIONS LLC 3000 TECHNOLOGY DRIVE SUITE 100 PLANO TX 75074 COMPUTER HARDWARE & SERVER SERVICES 732666 22 300394 300394 RESIDENT CHARGES 623000 19912493 19912493 19912493 332904 332904 256307 256307 2057908 2061291 -3383 -3383 -3383 OTHER INCOME 623000 125041 125041 MANAGEMENT FEE 623000 22032 22032 147073 20945788 19912493 0 732901 223342 198775 22334 2233 8593994 7648654 859400 85940 666479 593166 66648 6665 23107 20565 2311 231 48820 43450 4882 488 294874 262438 29487 2949 182997 162867 18300 1830 314721 280102 31472 3147 310422 276276 31042 3104 1528454 1360324 152845 15285 3466823 3085473 346682 34668 2311118 2056895 231112 23111 974600 867394 97460 9746 OUTSOURCED SERVICES 1867850 1867850 0 0 DIETARY 1232529 1232529 0 0 SUPPLIES AND PHARMACY 1217362 1217362 0 0 MAINTENANCE EXPENSE 646977 575809 64698 6470 483019 429887 48302 4830 24387488 22179816 2006975 200697 2721 3226 3439103 5191660 465097 278514 2207102 2250087 1233848 32931 24418 143826 182778 94378404 20754903 28581513 73623501 3196042 3421271 70614894 21245040 108683229 107454343 11068215 4626320 1742602 4139915 76070436 57958377 1827758 26016415 90709011 92741027 X 13994119 11332109 1626652 1015750 2353447 2365457 17974218 14713316 108683229 107454343 X -3441700 180798 X X 0 1 1 X 0 X 769498 700360 840373 417167 300394 3027792 15491980 16622883 17262996 18625350 19912493 87915702 16261478 17323243 18103369 19042517 20212887 90943494 131290 16140 13925 50400 65000 276755 0 131290 16140 13925 50400 65000 276755 90666739 963667 724898 505566 464094 589211 3247436 963667 724898 505566 464094 589211 3247436 17129 52482 84558 1664347 147073 1965589 17242274 18100623 18693493 21170958 20949171 96156519 0.94290 0.92560 0.03380 0.02910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 943588 49249 992837 887138 12010 44441 943589 702012 101676 83449 887137 801771 -99759 702012 0.03000 0.97000 0.00000 0 1 1 992996 992996 86000528 16274835 69725693 7384880 4480068 2904812 73623501 CONTRUCTION IN PROCESS 771614 INTERCOMPANY-DUE FROM UMPHRESS TERRACE 177697 DEBT SERVICE FUND-1998 BONDS 79542 DEBT SERVICE FUND-2007 BONDS 15322 BOND PRINCIPAL FUND-2007 BONDS 105 DEBT SERVICE RESERVE-1998 BONDS 670788 DEBT SERVICE RESERVE-2007 BONDS 1400672 DEBT SERVICE RESERVE TEMPS 50 - 2009 2117535 DEBT SERVICE RESERVE FIXED RATE 2009 1769552 CONSTRUCTION FUND 2009 34797 COST OF ISSUANCE FUND SERIES 2009 1068 REAL ESTATE-COLUMBIA LAKE 8500 BURIAL LOTS 4380 DEPOSITS - WATER 1600 INVESTMENT IN-NET ASSETS OF CCYF 2234409 BOND ISSUANCE COSTS 2116883 CAPITALIZED INTEREST- 2009 188932 DEFERRED MARKETING COST 4218511 SOFTWARE DEPOSITS 40 ENTRANCE DEPOSITS 1331457 BOND FUND 4001636 OTHER ASSETS 100000 21245040 DEPOSITS-THOMAS ENTRANCE FEES 262977 DEPOSITS-ASBURY ENTRANCE FEES 1417253 DEPOSITS-OVERLOOK ENTRANCE FEES 24336185 26016415 20945788 24387488 -3441700 74429 106369 180798 -3260902 21126586 74429 106369 180798 20945788 0 20945788 24387488 0 24387488 0 24387488 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: CC YOUNG MEMORIAL HOME'S INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO SUPPORT THE BENEVOLENCE AND POINT PROGRAMMING. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: C.C. YOUNG GROUP'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. C.C. YOUNG GROUP IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE TAX EXCEPT THOSE THAT ARE ALREADY REPORTED ANNUALLY. THE TAX RETURNS FOR THE FISCAL YEARS 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN NET INTEREST IN CCYF 106,369. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INVESTMENT OF C.C. YOUNG FOUNDATION 106,369. X X X X X 0 TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 043833551 87638RBX4 2007-08-08 16985000 TO FUND DEBT SERVICE AND FUND ISSUANCE COSTS OF PRIOR SERIES BONDS. 0 0 0 TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 043833551 87638RDH7 2009-12-10 53995000 TO FINANCE THE COST OF CAPITAL EXPENDITURES RELATED TO NEW CONSTRUCTION. 0 0 0 16985000 2166429 11880439 290913 2647219 1 0 1 1 53995000 3887087 742961 38335533 10762286 2011 0 0 1 1 1 0 0 0 0.00000 0.00000 0.00000 1 1 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 CC YOUNG MEMORIAL HOME'S FORM 990 IS REVIEWED AND APPROVED BY THE MANAGEMENT AND FINANCE COMMITTEE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CC YOUNG MEMORIAL HOME REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL DISCLOSURE DOCUMENTATION. CC YOUNG MEMORIAL HOME'S BOARD OF DIRECTORS REVIEWS AND APPROVES ALL RELATED PARTY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 CC YOUNG MEMORIAL HOME'S BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF TOP MANAGEMENT AND KEY EMPLOYEES. A MARKET COMPENSATION STUDY THAT IS REVIEWED BY THE EXECUTIVE COMMITTEE IS USED TO HELP DETERMINE THE COMPENSATION OF THE OFFICERS AND OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 CC YOUNG MEMORIAL HOME MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE MSRB FILINGS AND UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 74,429. CHANGE IN NET INTEREST IN CCYF 106,369. TOTAL TO FORM 990, PART XI, LINE 5: 180,798. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS PROCESS IS CONSISTENT WITH PRIOR YEARS. CC YOUNG FOUNDATION 4847 W LAWTHER DRIVE DALLAS TX 75214 300144175 FUNDRAISING AND INVESTMENTS TX 501(C)(3) LINE 11A, I CC YOUNG HOMES 1 UMPHRESS TERRACE 7224 UMPHRESS ROAD DALLAS TX 75217 204572509 TO PROVIDE AFFORDABLE HOUSING TX 501(C)(3) LINE 9 CC YOUNG HOMES 1 FOUNDATION FOR BODY MIND SPIRIT 4847 W LAWTHER DRIVE DALLAS TX 75214 900587776 FUNDRAISING AND INVESTMENTS TX 501(C)(3) LINE 11A, I CC YOUNG HOMES 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 UMPHRESS TERRACE P 22032 FMV