UNITED CHURCH HOMES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED CHURCH HOMES INC (EIN 34-4429276)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-05
- IRS object ID
- 201203109349301160
- Schema version
- 2011v1.2
- 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 | 2012-11-05T11:38:24-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344429276 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED CHURCH HOMES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 7403824885 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 EAST CENTER ST | AddressLine1 |
| City | MARION | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN P STONER | Name |
| Title | SR. VP OF FINANCE & BUSINESS STRATE | Title |
| Phone | 7403824885 | Phone |
| Date Signed | 2012-04-26 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REV DANIEL | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 EAST CENTER ST | AddressLine1 |
| City | MARION | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 62785165 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.unitedchurchhomes.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | See Page 2, Part III, Question 4a | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1543 | TotalNbrEmployees |
| Total Nbr Volunteers | 304 | TotalNbrVolunteers |
| Total Gross UBI | 343884 | TotalGrossUBI |
| Contributions Grants Prior Year | 813030 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 769615 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 61334434 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 61242006 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8109105 | InvestmentIncomePriorYear |
| Investment Income Current Year | 720961 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 70256569 | TotalRevenuePriorYear |
| Total Revenue Current Year | 62732582 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29895186 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 30166360 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 344014 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 29000182 | OtherExpensePriorYear |
| Other Expenses Current Year | 28378622 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 58895368 | TotalExpensesPriorYear |
| Total Expenses Current Year | 58544982 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11361201 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4187600 | RevenuesLessExpensesCY |
| Total Assets BOY | 87002495 | TotalAssetsBOY |
| Total Assets EOY | 88588101 | TotalAssetsEOY |
| Total Liabilities BOY | 31686303 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30664152 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 55316192 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 57923949 | NetAssetsOrFundBalancesEOY |
| Mission Description | See Page 2, Part 111, Question 4a | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 52012727 | Expense |
| Revenue | 60164975 | Revenue |
| Description | UNITED CHURCH HOMES (UCH) IS A CHARITABLE, NOT-FOR PROFIT ORGANIZATION WHICH OWNS AND OPERATES LONG-TERM CARE, LICENSED SKILLED NURSING FACILITIES, RESIDENTIAL SENIOR HOUSING, AND HANDICAPPED FACILITIES PRIMARILY FOR SENIORS AND OTHER DISABLED INDIVIDUALS. SEE ATTACHED SCHEDULE O FOR ORGANIZATION'S MISSION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1054641 | Expense |
| Revenue | 1460431 | Revenue |
| Description | UNITED CHURCH HOMES (UCH) OFFERS AFFORDABLE HOUSING FACILITIES FOR RETIRED AND/OR DISABLED INDIVIDUALS. AS SPONSOR OF THESE LOW-INCOME HOUSING CORPORATIONS, UCH HELPS PROMOTE SAFE AND SECURE ENVIRONMENTS, WHICH ENCOURAGE INDEPENDENT LIVING FOR THEIR LOW-INCOME ELDERLY RESIDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 360830 | Expense |
| Revenue | 337561 | Revenue |
| Description | UNITED CHURCH HOMES (UCH) OFFERS MANAGEMENT SERVICES TO HOUSING FACILITIES FOR RETIRED AND/OR DISABLED INDIVIDUALS. AS MANAGER OF THESE LOW-INCOME HOUSING CORPORATIONS, UCH HELPS PROMOTE SAFE AND SECURE ENVIRONMENTS FOR THE LOW-INCOME ELDERLY/DISABLED RESIDENTS.. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 53428198 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 115 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 1543 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN P STONER VPCFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7403824885 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 EAST CENTER ST | AddressLine1 |
| City | MARION | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| THOMAS A BROWNFIELD | ||||||
| Director-Executive Committee | 2.00 | X | 0 | 0 | 0 | |
| REV DANIEL L BUSCH | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV LAWRENCE CRAIG | ||||||
| Director-Executive Committee | 2.00 | X | 0 | 0 | 0 | |
| LINDA P DITZLER | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV DAVID V SCHWAB | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV ALFRED W SCHROEDER | ||||||
| Director-Executive Committee | 2.00 | X | 0 | 0 | 0 | |
| REV BETH LONG-HIGGINS | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| JAMES L HENRY | ||||||
| Director-Executive Committee | 2.00 | X | 0 | 0 | 0 | |
| REV JOHN H KRUEGER | ||||||
| Director-Executive Committee | 2.00 | X | 0 | 0 | 0 | |
| ALAN B MIKESELL | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| CARL F ROTHE PHD | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV DR JACK SEVILLE JR | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MARY E SEYMOUR | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| REV DR CARL P WALLACE | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MRS SUSAN B SHEIDLER | ||||||
| Director-Executive Committee | 2 | X | ||||
| REV C EDWARD WEISHEIMER | ||||||
| Director-Executive Committee | 2 | X | ||||
| SUSANNE S ELLIS | ||||||
| Vice Chair-Executive Committee | 2 | X | X | |||
| ROBERT C KUTSCHBACH | ||||||
| Chair-Executive Committee | 2 | X | X | |||
| MS CATHERINE M GREEN | ||||||
| Secretary, Executive Committee | 2 | X | X | |||
| WILLIAM R WILKINS | ||||||
| Treasurer-Executive Committee | 2 | X | X | |||
| REV KENNETH V DANIEL | ||||||
| President/CEO | 40 | X | 131926 | 3730 | X | |
| TIMOTHY P HACKETT | ||||||
| Vice President | 40 | 151789 | 22432 | X | ||
| JOHN P STONER | ||||||
| Vice President | 40 | 195025 | 13820 | X | ||
| ROB WEISBRODT | ||||||
| Vice President | 40 | 135350 | 15037 | X | ||
| PAMELA L WHITE | ||||||
| Vice President | 40 | 205013 | 17005 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 1611040 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 150497 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HERITAGE HEALTHCARE INC | |||||
| 536 OLD HOWELL RD | GREENVILLE | SC | 29615 | Rehabilitation | 1940105 |
| OMNICARE INC | |||||
| 100 EAST RIVERCENTER BLVD | COVINGTON | KY | 41011 | Pharmaceutical Services | 1123412 |
| SENECA MEDICAL INC | |||||
| PO BOX 636696 | CINCINNATI | OH | 45263 | Medical Equipment | 771196 |
| ALPHA & OMEGA SOL | |||||
| 6276 PLATTSBURG RD | S CHARLESTON | OH | 45368 | Staffing/Rehab | 599244 |
| RIVER ROCK | |||||
| 990 S PROSPECT ST | MARION | OH | 43302 | Rehabilitation | 591932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| All Other Contributions | 769615 | AllOtherContributions |
| Noncash Contributions | 46024 | NoncashContributions |
| Total Contributions | 769615 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| Resident Services | 623000 | 58955118 | |
| HSG Management Fees | 623000 | 1797992 | 337561 |
| UCHM Management Fees | 623000 | 335963 | |
| Misc. Service Revenue | 623000 | 85313 | |
| Guest Meals/Rooms | 623000 | 37258 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30362 | TotalRevenueColumn |
| Unrelated Business Revenue | 6323 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 61242006 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 542400 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 231144 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 52583 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 178561 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 178561 | TotalRevenueColumn |
| Related Or Exempt Function Income | 178561 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62732582 | TotalRevenueColumn |
| Related Or Exempt Function Income | 61619083 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 343884 | UnrelatedBusinessRevenue |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1611040 | Total |
| Program Services | 130311 | ProgramServices |
| Management And General | 1480729 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26012394 | Total |
| Program Services | 24405619 | ProgramServices |
| Management And General | 1503749 | ManagementAndGeneral |
| Fundraising | 103026 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330672 | Total |
| Program Services | 219890 | ProgramServices |
| Management And General | 108604 | ManagementAndGeneral |
| Fundraising | 2178 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260925 | Total |
| Program Services | 240197 | ProgramServices |
| Management And General | 17202 | ManagementAndGeneral |
| Fundraising | 3526 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1951329 | Total |
| Program Services | 1749922 | ProgramServices |
| Management And General | 194394 | ManagementAndGeneral |
| Fundraising | 7013 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | -102858 | ManagementAndGeneral |
| Fundraising | 102858 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145053 | Total |
| Program Services | 70939 | ProgramServices |
| Management And General | 45632 | ManagementAndGeneral |
| Fundraising | 28482 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82503 | Total |
| Program Services | 61877 | ProgramServices |
| Management And General | 10313 | ManagementAndGeneral |
| Fundraising | 10313 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222960 | Total |
| Program Services | 146641 | ProgramServices |
| Management And General | 76319 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496133 | Total |
| Program Services | 433277 | ProgramServices |
| Management And General | 61051 | ManagementAndGeneral |
| Fundraising | 1805 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156934 | Total |
| Program Services | 30830 | ProgramServices |
| Management And General | 119832 | ManagementAndGeneral |
| Fundraising | 6272 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2136899 | Total |
| Program Services | 2002787 | ProgramServices |
| Management And General | 132921 | ManagementAndGeneral |
| Fundraising | 1191 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234210 | Total |
| Program Services | 65718 | ProgramServices |
| Management And General | 162564 | ManagementAndGeneral |
| Fundraising | 5928 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69332 | Total |
| Program Services | 47623 | ProgramServices |
| Management And General | 21509 | ManagementAndGeneral |
| Fundraising | 200 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1331890 | Total |
| Program Services | 1262833 | ProgramServices |
| Management And General | 69057 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3063847 | Total |
| Program Services | 2973974 | ProgramServices |
| Management And General | 89873 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 705274 | Total |
| Program Services | 656125 | ProgramServices |
| Management And General | 49149 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Medical Insurance | 3356303 | 3056313 | 276514 | 23476 |
| Ancillary Labor | 3424195 | 3424195 | 0 | 0 |
| Bed Tax | 2716047 | 2716047 | 0 | 0 |
| Ancillary Supplies | 2533334 | 2533334 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7703708 | Total |
| Program Services | 7199746 | ProgramServices |
| Management And General | 456216 | ManagementAndGeneral |
| Fundraising | 47746 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58544982 | Total |
| Program Services | 53428198 | ProgramServices |
| Management And General | 4772770 | ManagementAndGeneral |
| Fundraising | 344014 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5200 | BOY |
| EOY | 5200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16127964 | BOY |
| EOY | 13315237 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161415 | BOY |
| EOY | 152920 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6557810 | BOY |
| EOY | 5902585 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2673 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 775325 | BOY |
| EOY | 778369 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750076 | BOY |
| EOY | 717422 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 83655749 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 51291477 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31589664 | BOY |
| EOY | 32364272 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14625219 | BOY |
| EOY | 25548454 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000000 | BOY |
| EOY | 2000000 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6598654 | BOY |
| EOY | 1237633 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 712055 | BOY |
| EOY | 645135 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7096440 | BOY |
| EOY | 5920874 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87002495 | BOY |
| EOY | 88588101 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7204717 | BOY |
| EOY | 7587006 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1111156 | BOY |
| EOY | 1066297 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17164000 | BOY |
| EOY | 17164000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198904 | BOY |
| EOY | 132037 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6007526 | BOY |
| EOY | 4714812 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31686303 | BOY |
| EOY | 30664152 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46677172 | BOY |
| EOY | 49451915 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1672601 | BOY |
| EOY | 1704966 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6966419 | BOY |
| EOY | 6767068 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55316192 | BOY |
| EOY | 57923949 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87002495 | BOY |
| EOY | 88588101 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4187600 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1579843 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1872058 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2334085 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1471920 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 813030 | CurrentTaxYearMinus1Year |
| Current Tax Year | 769615 | CurrentTaxYear |
| Total | 7260708 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76551592 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 80095323 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 59819913 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62142413 | CurrentTaxYearMinus1Year |
| Current Tax Year | 60751513 | CurrentTaxYear |
| Total | 339360754 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78423650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 82429408 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61291833 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62955443 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61521128 | CurrentTaxYear |
| Total | 346621462 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 346621462 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 780703 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 812290 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31504 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1155557 | CurrentTaxYearMinus1Year |
| Current Tax Year | 542400 | CurrentTaxYear |
| Total | 3322454 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 206544 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 188014 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32238 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 337045 | CurrentTaxYearMinus1Year |
| Current Tax Year | 337561 | CurrentTaxYear |
| Total | 1101402 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 987247 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1000304 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63742 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1492602 | CurrentTaxYearMinus1Year |
| Current Tax Year | 879961 | CurrentTaxYear |
| Total | 4423856 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 124283 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39625 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7221752 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5808524 | CurrentTaxYearMinus1Year |
| Current Tax Year | 331493 | CurrentTaxYear |
| Total | 13525677 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364570995 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95080 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95450 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01210 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01070 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| Facts And Circumstances Test | OTHER INCOME PART III, LINE 12; DESCRIPTION: GAIN OF CAPITAL ASSETS/MISC REV.; 2011: 178561.; DESCRIPTION: SALE OF LONG-TERM CARE FAC; 2009: 5944433.; 2010: 5676282.; 2011: 0.; DESCRIPTION: GUEST MEALS; 2009: 25779.; 2010: 22969.; 2011: 12756.; DESCRIPTION: GUEST ROOMS; 2009: 17934.; 2010: 13631.; 2011: 24502.; DESCRIPTION: MISC OFFICE INCOME; 2009: 24580.; 2010: 13281.; 2011: 37899.; DESCRIPTION: CARPORT RENTAL; 2009: 11534.; 2010: 10738.; 2011: 11914.; DESCRIPTION: DAMAGES & CLEANING FEES; 2009: 11913.; 2010: 10200.; 2011: 22808.; DESCRIPTION: TELEVISION SERVICES; 2009: 11186.; 2010: 8438.; 2011: 6415.; DESCRIPTION: MISC TELEPHONE; 2009: 32778.; 2010: 7333.; 2011: 1288.; DESCRIPTION: HOSPITALITY SERVICE; 2009: 18387.; 2010: 6784.; 2011: -12.; DESCRIPTION: GIFT SHOP REV; 2009: 0.; 2010: 8022.; 2011: 7522.; DESCRIPTION: CONSULTING REV; 2009: 0.; 2010: 6739.; 2011: 6323.; DESCRIPTION: MISC. OTHER; 2009: 5734.; 2010: 6444.; 2011: 4196.; DESCRIPTION: BEAUTY & BARBER; 2009: 0.; 2010: 5272.; 2011: 5139.; DESCRIPTION: VENDING MACHINE; 2009: 0.; 2010: 4761.; 2011: 4809.; DESCRIPTION: ICE CREAM PARLOR; 2009: 0.; 2010: 3404.; 2011: 3710.; DESCRIPTION: CATERING REV; 2009: 0.; 2010: 2919.; 2011: 2859.; DESCRIPTION: CONCIERGE SERVICE; 2009: 0.; 2010: 1243.; 2011: 429.; DESCRIPTION: TRANSPORTATION SERVICE; 2009: 0.; 2010: 64.; 2011: 375.; DESCRIPTION: SWAP VALUATION; 2009: 953149.; 2010: 0.; 2011: 0.; DESCRIPTION: ASSETS HELD FOR SALE; 2009: 120463.; 2010: 0.; 2011: 0.; DESCRIPTION: HOUSING DEVELOPER FEE; 2007: 124283.; 2008: 39625.; 2009: 43882.; 2010: 0.; 2011: 0.; | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8639021 | BeginningOfYearBalance |
| Contributions | 1195435 | Contributions |
| Investment Earnings Or Losses | -102813 | InvestmentEarningsOrLosses |
| Other Expenditures | 274693 | OtherExpenditures |
| End Of Year Balance | 9456950 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7774757 | BeginningOfYearBalance |
| Contributions | 970395 | Contributions |
| Investment Earnings Or Losses | 238539 | InvestmentEarningsOrLosses |
| Other Expenditures | 344670 | OtherExpenditures |
| End Of Year Balance | 8639021 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6585369 | BeginningOfYearBalance |
| Contributions | 821101 | Contributions |
| Investment Earnings Or Losses | 139070 | InvestmentEarningsOrLosses |
| Other Expenditures | -229217 | OtherExpenditures |
| End Of Year Balance | 7774757 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.10410 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.71560 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.18030 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2411259 | OtherCostOrOtherBasis |
| Book Value | 2411259 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59343729 | OtherCostOrOtherBasis |
| Depreciation | 36302868 | Depreciation |
| Book Value | 23040861 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10792336 | OtherCostOrOtherBasis |
| Depreciation | 7416704 | Depreciation |
| Book Value | 3375632 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11108425 | OtherCostOrOtherBasis |
| Depreciation | 7571905 | Depreciation |
| Book Value | 3536520 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32364272 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Donor Restricted Assets | Description |
| Book Value | 1237633 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 1237633 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (8 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Land Held for Future Development | 2375945 |
| Operating Rights | 1150013 |
| Receivables from Affiliates | 622621 |
| Unemployment Compensation Deposit | 904192 |
| Resident Escrow | 274031 |
| Pooled Income Funds | 209899 |
| Donor Restricted Funds | 194601 |
| Other Assets | 189572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5920874 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Refundable Entrance Fees | $3,162,023 |
| Long-Term Gift Annuity & Other | $1,362,802 |
| Est. Oblig. to Provide Future Services | |
| Est. Oblig. to Provide Future Services-Bond | $181,987 |
| Deferred Liab. Future svc. Cost | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4714812 | TotalOfAmounts |
| Total Revenue | 62732582 | TotalRevenue |
| Total Expenses | 58544982 | TotalExpenses |
| Excess Or Deficit For Year | 4187600 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -728598 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -728598 | TotalAdjustments |
| Excess Or Deficit Per FS | 3459002 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 62554021 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 62554021 | RevenueSubtotal |
| Other Revenues Not Included | 178561 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 178561 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 62732582 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 58723543 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 58723543 | ExpensesSubtotal |
| Other Expenses Not Included | -178561 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -178561 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 58544982 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt IV Line 2b | Custodial Requirement of Resident Funds |
| Pt XII Line 4b | Gain on Disposal of Fixed Assets and non inventory assets. |
| Pt XIII Line 4b | Gain on Disposal of Fixed Assets and non inventory assets. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|
| TIMOTHY P HACKETT | |||
| 151789 | 8991 | 13440 | 174220 |
| JOHN P STONER | |||
| 195025 | 9812 | 4009 | 208846 |
| ROB WEISBRODT | |||
| 135350 | 8666 | 6371 | 150387 |
| PAMELA L WHITE | |||
| 205013 | 9378 | 7627 | 222018 |
| KENNETH L YOUNG | |||
| 152378 | 9127 | 13440 | 174945 |
| BRIAN S ALLEN | |||
| 388815 | 20900 | 8531 | 418246 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 1a | As of June 1, 2011, Rev. Kenneth Daniel became the CEO of United Church Homes Inc. Reverend Daniel 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 and will be reflected on his personal tax return. |
| Pt I Line 4a | Severance payment was provided for UCH's former CEO Brian Allen. The payment started June 1, 2011 and continued until December 31, 2011. These payments, approximately totaling $226,809 where reflected on his W-2 and will be accounted for on his personal tax return. |
| Pt I Line 4b | United Church Homes provides in a 457(b) retirement/pension plan for certain designated individuals. |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 32000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Misc. Equipment | Description |
| Number Of Contributions | 97 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 14024 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (110 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 1a | Schedule O: Explanation of the Board of Directors delegation |
| of broader authority to the Executive Committee: | |
| Prior to Feb. 9, 2012, Article III ( B) of the Bylaws of United Church | |
| Homes Board of Directors provided as follows: | |
| An Executive Committee will be established to act in an interim | |
| committee capacity for the Board of Directors. The | |
| composition of the Executive Committee will be determined | |
| by the Board of Directors. | |
| Pursuant to a unanimous vote to Amend the Bylaws by the Board | |
| of Directors, Article III(B) of the Bylaws of United | |
| Church Homes' Board of Directors was Amended effective | |
| Feb. 9, 2012, to provide as follows: | |
| An Executive Committee will be established to act in an interim | |
| capacity for the Board of Directors with the authorization | |
| to carry out the functions of the Board as provided in | |
| Article I (A)(1-7) of the Bylaws. The composition of the Executive | |
| Committee shall consist of the Officers as provided in Article II(A) | |
| of the Bylaws, and one (1) additional at large Member | |
| of the Board as appointed by the then serving Chairperson | |
| of the Board of Directors, at his/her discretion. The term of | |
| the at large Member of the Executive Committee shall be determined | |
| by the then current Chairperson of the Board. | |
| Pt VI, Line 6 | United Church Homes has a Governing Board of Directors, |
| who are also the members of the corporation. | |
| Pt VI, Line 7a | The governing board elects its officers by majority rule. |
| Pt VI, Line 11a | Beginning in 2008, the form 990 review process is as follows: |
| Form 990, Part IX, Line 24f | IMPAIRMENT 1000000. 1000000. 0. 0. LTC SUPPLIES 949488. 949488. 0. 0. REPAIR/MAINTENANCE 1044385. 994685. 49700. WORKERS COMPENSATION 647769. 574612. 70724. 2433. BAD DEBTS 472175. 620346. -148171. 0. PROFESSIONAL FEES 602886. 337810. 257076. 8000. DUES/LICENSE 456787. 273730. 156742. 26315. NON-DEPRECIATIVE EQUIPMENT 323064. 261782. 61282. 0. REAL ESTATE TAX 155232. 148998. 6234. 0. UNEMPLOYMENT COMP 87272. 80688. 2629. 3955. CLERICAL/TEMP. HELP 12421. 12421. 0. 0. MISC. SPECIAL EVENTS 7043. 0. |
| The 990 is prepared by management and is reviewed | |
| by a four member committee of the board. | |
| This committee is specifically formed for the purpose of reviewing | |
| the form 990. Upon the completion of this review process, | |
| the form 990 is then submitted to the full Board of | |
| Directors for their information. | |
| 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 15 | United Church Homes participates in the annual AAHSA-CEMO |
| Leadership Compensation Survey. The survey consists of multi-facility | |
| provider organizations sponsored by the American Association of Homes | |
| and Services for the Aging known as AAHSA. The database of this | |
| survey includes approx. 125 organizations representing 1,946 executives. | |
| The survey further includes detailed compensation and benefits data, plus | |
| an analysis of organizational performance, pay for performance practices, | |
| CEO succession profile, pay practices in public companies | |
| and other sectors, total executive labor costs, and the impact of | |
| organizational growth on pay. | |
| As to Question 15(a): In respect to the President & CEO, the Executive | |
| Committee is provided with the compensation survey | |
| information for inclusion in their CEO related compensation | |
| deliberations. While the Committee does not have minutes | |
| or other record of their proceedings, these deliberations | |
| are substantiated in the terms and conditions of | |
| the CEO's employment contract. | |
| As to Question 15(b): Other officers or key employees | |
| of the organization, the process for determining | |
| their compensation is determined by the CEO. | |
| Organization's Mission: | |
| Our mission is to provide, primarily to older adults, housing, healthcare, | |
| and other services which are responsive to the needs of the whole person | |
| and based on Christian values. Additionally, the primary exempt purpose | |
| of United Church Homes, Inc. is to own and to operate retirement | |
| communities and nursing homes, which include residential, independent, | |
| assisted living, intermediate and skilled nursing care. Residents | |
| are admitted on an equal-opportunity basis. UCH provides | |
| benevolent care to residents without adequate funds | |
| regardless of the level of care, or the ability to pay. This | |
| extends to Medicaid patients as well. | |
| Pt XI | Net Assets Reconciliation is as follows: |
| Changes in net assets occurred from Capital Contributions to UCH's | |
| affiliated Projects, and changes in gift annuity net | |
| present value. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFFILIATES LISTSEE ATTACHEDUCH INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 EAST CENTER ST | AddressLine1 |
| City | MARION | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344429276 | EIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UCH ASSURANCE COMPANY LLC | ||
| 1b | 550000 | Recorded Amount |
| HOUSING ADMINISTRIVE PERSONEL | ||
| 1n | 1235509 | Recorded Salaries |
| HOUSING FACILITIES OWNERS ADVANCE | ||
| 1o | 360122 | Greater than $50k |
| HOUSING FACILITIES DUE TO UCH | ||
| 1q | 383508 | Recorded Amount |
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