2012-11-05T11:38:24-08:00 2011-12-31 990 2011-01-01 344429276 UNITED CHURCH HOMES INC UNIT 7403824885 170 EAST CENTER ST MARION OH 43302 JOHN P STONER 7403824885 2012-04-26 2011 2016-02-24 21:20:13Z REV DANIEL 170 EAST CENTER ST MARION OH 43302 62785165 false X www.unitedchurchhomes.org X 1920 OH See Page 2, Part III, Question 4a 26 20 1543 304 343884 813030 769615 61334434 61242006 8109105 720961 0 70256569 62732582 0 0 29895186 30166360 0 344014 29000182 28378622 58895368 58544982 11361201 4187600 87002495 88588101 31686303 30664152 55316192 57923949 See Page 2, Part 111, Question 4a false false 52012727 60164975 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. 1054641 1460431 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. 360830 337561 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.. 53428198 true true false false false false false false false true true false true true true false true true false false false false false false false false false false false true false false false false false false false false true false false false false true false false false true 115 0 false 1543 true true true false false false false true true false false false false false false false false false X 26 20 false false false false true false false true true false true true true true true true true true true false false IN OH GA X JOHN P STONER VPCFO 7403824885 170 EAST CENTER ST MARION OH 43302 THOMAS A BROWNFIELD 2.00 X 0 0 0 REV DANIEL L BUSCH 1.00 X 0 0 0 REV LAWRENCE CRAIG 2.00 X 0 0 0 LINDA P DITZLER 1.00 X 0 0 0 REV DAVID V SCHWAB 1.00 X 0 0 0 REV ALFRED W SCHROEDER 2.00 X 0 0 0 REV BETH LONG-HIGGINS 1.00 X 0 0 0 JAMES L HENRY 2.00 X 0 0 0 REV JOHN H KRUEGER 2.00 X 0 0 0 ALAN B MIKESELL 1.00 X 0 0 0 CARL F ROTHE PHD 1.00 X 0 0 0 REV DR JACK SEVILLE JR 1.00 X 0 0 0 MARY E SEYMOUR 1.00 X 0 0 0 REV DR CARL P WALLACE 1.00 X 0 0 0 MRS SUSAN B SHEIDLER 2 X REV C EDWARD WEISHEIMER 2 X SUSANNE S ELLIS 2 X X ROBERT C KUTSCHBACH 2 X X MS CATHERINE M GREEN 2 X X WILLIAM R WILKINS 2 X X REV KENNETH V DANIEL 40 X X 131926 3730 TIMOTHY P HACKETT 40 X 151789 22432 JOHN P STONER 40 X 195025 13820 ROB WEISBRODT 40 X 135350 15037 PAMELA L WHITE 40 X 205013 17005 1611040 150497 10 true true false 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 7 769615 46024 769615 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 30362 6323 61242006 542400 231144 52583 178561 178561 178561 62732582 61619083 343884 1611040 130311 1480729 0 26012394 24405619 1503749 103026 330672 219890 108604 2178 260925 240197 17202 3526 1951329 1749922 194394 7013 0 0 -102858 102858 145053 70939 45632 28482 82503 61877 10313 10313 222960 146641 76319 0 496133 433277 61051 1805 156934 30830 119832 6272 2136899 2002787 132921 1191 234210 65718 162564 5928 69332 47623 21509 200 1331890 1262833 69057 0 3063847 2973974 89873 0 705274 656125 49149 0 Medical Insurance 3356303 3056313 276514 23476 Ancillary Labor 3424195 3424195 0 0 Bed Tax 2716047 2716047 0 0 Ancillary Supplies 2533334 2533334 0 0 7703708 7199746 456216 47746 58544982 53428198 4772770 344014 5200 5200 16127964 13315237 161415 152920 6557810 5902585 2673 775325 778369 750076 717422 83655749 51291477 31589664 32364272 14625219 25548454 2000000 2000000 6598654 1237633 712055 645135 7096440 5920874 87002495 88588101 7204717 7587006 1111156 1066297 17164000 17164000 198904 132037 6007526 4714812 31686303 30664152 X 46677172 49451915 1672601 1704966 6966419 6767068 55316192 57923949 87002495 88588101 X 4187600 -1579843 X true true true X true true X 0 0 0 1872058 2334085 1471920 813030 769615 7260708 76551592 80095323 59819913 62142413 60751513 339360754 78423650 82429408 61291833 62955443 61521128 346621462 346621462 780703 812290 31504 1155557 542400 3322454 206544 188014 32238 337045 337561 1101402 987247 1000304 63742 1492602 879961 4423856 124283 39625 7221752 5808524 331493 13525677 364570995 0.95080 0.95450 0.01210 0.01070 X 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.; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 8639021 1195435 -102813 274693 9456950 7774757 970395 238539 344670 8639021 6585369 821101 139070 -229217 7774757 0.10410 0.71560 0.18030 false false false 2411259 2411259 59343729 36302868 23040861 10792336 7416704 3375632 11108425 7571905 3536520 32364272 Donor Restricted Assets 1237633 F 1237633 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 5920874 Refundable Entrance Fees 3162023 Long-Term Gift Annuity & Other 1362802 Est. Oblig. to Provide Future Services Est. Oblig. to Provide Future Services-Bond 181987 Deferred Liab. Future svc. Cost 8000 4714812 62732582 58544982 4187600 -728598 -728598 3459002 62554021 62554021 178561 178561 62732582 58723543 58723543 -178561 -178561 58544982 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. X true true X X X true true false false false false false false false 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 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. X 1 32000 Fair Market Value X Misc. Equipment 97 14024 Fair Market Value false false false Pt VI, Line 1a Schedule O: Explanation of the Board of Directors delegation of broader authority to the Executive Committee: Prior to Feb. 9, 2012, Article III ( B) of the Bylaws of United Church Homes Board of Directors provided as follows: An Executive Committee will be established to act in an interim committee capacity for the Board of Directors. The composition of the Executive Committee will be determined by the Board of Directors. Pursuant to a unanimous vote to Amend the Bylaws by the Board of Directors, Article III(B) of the Bylaws of United Church Homes' Board of Directors was Amended effective Feb. 9, 2012, to provide as follows: An Executive Committee will be established to act in an interim capacity for the Board of Directors with the authorization to carry out the functions of the Board as provided in Article I (A)(1-7) of the Bylaws. The composition of the Executive Committee shall consist of the Officers as provided in Article II(A) of the Bylaws, and one (1) additional at large Member of the Board as appointed by the then serving Chairperson of the Board of Directors, at his/her discretion. The term of the at large Member of the Executive Committee shall be determined by the then current Chairperson of the Board. Pt VI, Line 6 United Church Homes has a Governing Board of Directors, who are also the members of the corporation. Pt VI, Line 7a The governing board elects its officers by majority rule. Pt VI, Line 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. AFFILIATES LISTSEE ATTACHEDUCH INC 170 EAST CENTER ST MARION OH 43302 344429276 false true false false false false false false false false false false false true true false true false 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