UPLANDS VILLAGE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UPLANDS VILLAGE (EIN 62-0479194)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-12
- IRS object ID
- 201230729349300728
- Schema version
- 2010v3.4
- 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 | 2012-03-12T13:02:03-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON HICKEY & MURCHISON PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 651 E 4TH ST STE 200 | AddressLine1 |
| City | CHATTANOOGA | City |
| State | TN | State |
| ZIP Code | 37403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620479194 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPLANDS RETIREMENT VILLAGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UPLA | NameControl |
| Phone | 9312773518 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 168 | AddressLine1 |
| City | PLEASANT HILL | City |
| State | TN | State |
| ZIP Code | 385780168 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN BECK | Name |
| Title | CFO | Title |
| Phone | 9312773518 | Phone |
| Date Signed | 2012-02-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY R HUGGINS | Name |
| Phone | 4237560052 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN E BECK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 168 | AddressLine1 |
| City | PLEASANT HILL | City |
| State | TN | State |
| ZIP Code | 385780168 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7347878 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | UPLANDSVILLAGE.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1922 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | UPLANDS RETIREMENT VILLAGE, A NON-PROFIT RETIREMENT COMMUNITY, ENCOURAGES A HEALTHY, INDEPENDENT AND INDERDEPENDENT LIFESTYLE BY PROVIDING A WIDE RANGE OF HOUSING ACCOMODATIONS AND SOCIAL RECREATIONAL,SPIRITUAL,MEDICAL AND ADMINISTRATIVE SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 169 | TotalNbrEmployees |
| Total Nbr Volunteers | 110 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 313448 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 191900 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5553629 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5830610 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 101623 | InvestmentIncomePriorYear |
| Investment Income Current Year | 129981 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2946 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5936 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5971646 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6158427 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3453703 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3537922 | 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 | 2113478 | OtherExpensePriorYear |
| Other Expenses Current Year | 2612448 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5567181 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6150370 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 404465 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8057 | RevenuesLessExpensesCY |
| Total Assets BOY | 17291665 | TotalAssetsBOY |
| Total Assets EOY | 17608442 | TotalAssetsEOY |
| Total Liabilities BOY | 7438254 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7401565 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9853411 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10206877 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UPLANDS RETIREMENT VILLAGE, A NON-PROFIT RETIREMENT COMMUNITY, ENCOURAGES A HEALTHY, INDEPENDENT AND INTERDEPENDENT LIFESTYLE BY PROVIDING A WIDE RANGE OF HOUSING ACCOMODATIONS AND SOCIAL, RECREATIONAL, SPIRITUAL, MEDICAL AND ADMINISTRATIVE SERVICES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3309908 | Expense |
| Revenue | 3643339 | Revenue |
| Description | OPERATION AND MAINTENANCE OF MAY CRAVATH WHARTON NURSING HOME PROVIDING 22,241 DAYS OF PATIENT CARE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1342594 | Expense |
| Revenue | 1314722 | Revenue |
| Description | OPERATION AND MAINTENANCE OF ELIZABETH FLETCHER HOME PROVIDING 18,079 PATIENT DAYS OF SERVICE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 800664 | Expense |
| Revenue | 777611 | Revenue |
| Description | OPERATION AND MAINTENANCE OF THE RETIREMENT VILLAGE | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 87616 | Expense |
| Revenue | 77057 | Revenue |
| Description | ASSISTANCE IN TRANSFERING PROPERTY | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 87616 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 77057 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 5540782 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 169 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 0 | 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 | TN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH WHITE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9312773518 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 168 | AddressLine1 |
| City | PLEASANT HILL | City |
| State | TN | State |
| ZIP Code | 38578 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MRS NANCY HIMELL | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | 82722 | 0 | 4346 |
| DR LYMAN BAIER | ||||||
| EXECUTIVE COMMITTEE | X | 0 | 0 | 0 | ||
| REV DR JIM DEWEY | ||||||
| EXECUTIVE COMMITTEE | X | 0 | 0 | 0 | ||
| REV DR TIMOTHY DOWNS | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| REV DICK ELLERBRAKE | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MRS JEANNE ELROD | ||||||
| SECRETARY | X | X | 0 | 0 | 0 | |
| MRS CAROL GIORDANO | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MRS DEBRA GRAHAM | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MR AL GRIFFIN | ||||||
| TREASURER | X | X | 0 | 0 | 0 | |
| MR PETER HOLLISTER | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MR BILL KLABER | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| REV ROGER KNIGHT | ||||||
| EXECUTIVE COMMITTEE | X | 0 | 0 | 0 | ||
| MR PETER MARTIN | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| DR LIZ MULLENS | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MR JIM OLDS | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MR ANDY PARDUE | ||||||
| CHAIRMAN | X | X | 0 | 0 | 0 | |
| MR PEPE PERRON | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| REV BARBARA RATHBUN | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MRS TERESA RECTOR | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MRS MARY ALICE STAHLEKER | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MR ZIGGY STAMPFL | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MR ROBERT STEPP | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MRS CHRISTINE STINSON | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| DR DENYSE THORNLEY-BROWN | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MS VIRGINIA THRALL | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| REV LYLE WEIBLE | ||||||
| VICE-CHAIRMAN | X | X | 0 | 0 | 0 | |
| MS RUTH WRIGHTSTONE | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MR BRUCE WYATT | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| JOHN E BECK | ||||||
| CFO | 40.00 | X | 50417 | 0 | 3090 | |
| ROBIN GRAY | ||||||
| NURSING HOME ADMINISTRATOR | 40.00 | X | 78406 | 0 | 4326 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 211545 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11762 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 191900 | AllOtherContributions |
| Total Contributions | 191900 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NURSING HOME REVENUE | 623000 | 3661220 | 3661220 |
| ASSISTED LIVING | 623000 | 1314722 | 1314722 |
| RETIREMENT VILLAGE REV | 623000 | 777611 | 777611 |
| DEVELOPMENT REVENUE | 623000 | 77057 | 77057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5830610 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90756 | TotalRevenueColumn |
| Exclusion | $90,756 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1184472 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1123437 | Securities |
| Other | 21810 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 61035 | Securities |
| Other | -21810 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39225 | TotalRevenueColumn |
| Related Or Exempt Function Income | -21810 | RelatedOrExemptFunctionIncome |
| Exclusion | $61,035 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 46211 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 44204 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2007 | TotalRevenueColumn |
| Exclusion | $2,007 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 3929 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3929 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3929 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6158427 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5812729 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $153,798 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225233 | Total |
| Management And General | 225233 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2902334 | Total |
| Program Services | 2716436 | ProgramServices |
| Management And General | 185898 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92838 | Total |
| Program Services | 86303 | ProgramServices |
| Management And General | 6535 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74251 | Total |
| Program Services | 71319 | ProgramServices |
| Management And General | 2932 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243266 | Total |
| Program Services | 212229 | ProgramServices |
| Management And General | 31037 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6780 | Total |
| Management And General | 6780 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30060 | Total |
| Management And General | 30060 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169979 | Total |
| Program Services | 169979 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17051 | Total |
| Management And General | 17051 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62804 | Total |
| Program Services | 30918 | ProgramServices |
| Management And General | 31886 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22032 | Total |
| Management And General | 22032 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389388 | Total |
| Program Services | 383306 | ProgramServices |
| Management And General | 6082 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24409 | Total |
| Program Services | 24409 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8583 | Total |
| Program Services | 7848 | ProgramServices |
| Management And General | 735 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337675 | Total |
| Program Services | 337675 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 499474 | Total |
| Program Services | 499474 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216509 | Total |
| Program Services | 216509 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EQUIPMENT REPAIRS AND S | 328489 | 328489 | |
| RAW FOOD | 296447 | 296447 | |
| BED TAX | 137950 | 137950 | |
| DUES AND SUBSCRIPTIONS | 23668 | 23668 | |
| MISCELLANEOUS | 21987 | 2328 | 19659 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19163 | Total |
| Program Services | 19163 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6150370 | Total |
| Program Services | 5540782 | ProgramServices |
| Management And General | 609588 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 518 | BOY |
| EOY | 512 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1286396 | BOY |
| EOY | 1444792 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385571 | BOY |
| EOY | 410292 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5411 | BOY |
| EOY | 5427 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11972 | BOY |
| EOY | 11972 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21870 | BOY |
| EOY | 29849 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16179020 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6091410 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10240426 | BOY |
| EOY | 10087610 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2595696 | BOY |
| EOY | 2753334 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2743805 | BOY |
| EOY | 2864654 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17291665 | BOY |
| EOY | 17608442 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347164 | BOY |
| EOY | 317549 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8280 | BOY |
| EOY | 6706 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5733099 | BOY |
| EOY | 6192767 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1349711 | BOY |
| EOY | 884543 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7438254 | BOY |
| EOY | 7401565 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4798813 | BOY |
| EOY | 7543388 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3636796 | BOY |
| EOY | 1260410 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1417802 | BOY |
| EOY | 1403079 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9853411 | BOY |
| EOY | 10206877 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17291665 | BOY |
| EOY | 17608442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8057 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 345409 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 519295 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 984042 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 495434 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 313448 | CurrentTaxYearMinus1Year |
| Current Tax Year | 191900 | CurrentTaxYear |
| Total | 2504119 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5246661 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5409919 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5462744 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5553629 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5830610 | CurrentTaxYear |
| Total | 27503563 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5765956 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6393961 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5958178 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5867077 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6022510 | CurrentTaxYear |
| Total | 30007682 | 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 | 30007682 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 243291 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 189797 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 105514 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 101623 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90756 | CurrentTaxYear |
| Total | 730981 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 243291 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 189797 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 105514 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 101623 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90756 | CurrentTaxYear |
| Total | 730981 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33363 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18117 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 2946 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3929 | CurrentTaxYear |
| Total | 58355 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6042610 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6601875 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6063692 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5971646 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6117195 | CurrentTaxYear |
| Total | 30797018 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97440 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96960 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02370 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03400 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME | GeneralExplanation |
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 | 1669844 | BeginningOfYearBalance |
| Contributions | 5945 | Contributions |
| Investment Earnings Or Losses | 310813 | InvestmentEarningsOrLosses |
| Other Expenditures | 39907 | OtherExpenditures |
| Administrative Expenses | 33632 | AdministrativeExpenses |
| End Of Year Balance | 1913063 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1521472 | BeginningOfYearBalance |
| Contributions | 14313 | Contributions |
| Investment Earnings Or Losses | 211230 | InvestmentEarningsOrLosses |
| Other Expenditures | 77171 | OtherExpenditures |
| End Of Year Balance | 1669844 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1991626 | BeginningOfYearBalance |
| Contributions | 13846 | Contributions |
| Investment Earnings Or Losses | -384516 | InvestmentEarningsOrLosses |
| Other Expenditures | 93984 | OtherExpenditures |
| Administrative Expenses | 5500 | AdministrativeExpenses |
| End Of Year Balance | 1521472 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 161336 | OtherCostOrOtherBasis |
| Book Value | 161336 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12094411 | OtherCostOrOtherBasis |
| Depreciation | 4178577 | Depreciation |
| Book Value | 7915834 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1350142 | OtherCostOrOtherBasis |
| Depreciation | 475203 | Depreciation |
| Book Value | 874939 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2573131 | OtherCostOrOtherBasis |
| Depreciation | 1437630 | Depreciation |
| Book Value | 1135501 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10087610 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLICLY TRADED INVESTMENTS | Description |
| Book Value | 2753334 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2753334 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS LIMITED TO USE | 2849117 |
| CHECKING - PATIENT TRUST FUND | 15537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2864654 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER CURRENT NOTES PAYABLE | $697,864 |
| DEPOSITS AND CREDITS | $171,142 |
| PATIENT TRUST FUNDS | $15,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 884543 | TotalOfAmounts |
| Total Revenue | 6158427 | TotalRevenue |
| Total Expenses | 6150370 | TotalExpenses |
| Excess Or Deficit For Year | 8057 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 345409 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 345409 | TotalAdjustments |
| Excess Or Deficit Per FS | 353466 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6588578 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 345409 | NetUnrealizedGainsInvestments |
| Other Revenues | 84742 | OtherRevenues |
| Revenue Not Rptd F990 | 430151 | RevenueNotRptdF990 |
| Revenue Subtotal | 6158427 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6158427 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6235112 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 84742 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 84742 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6150370 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6150370 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | UPLANDS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTERNAL ASSESSMENTS 84,742. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | INTERNAL ASSESSMENTS 84,742. | |
| THE EARNINGS FROM THE ENDOWMENT FUNDS ARE USED TO PROVIDE FOR INDIGENT NURSING HOME RESIDENTS, ASSIST IN MAINTAINING INDEPENDENT LIVING, AND OTHER PURPOSES CONNECTED WITH THE RETIREMENT VILLAGE AAND THE NURSING HOME. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VARIOUS FUNDRAISERS | NameOfEvent1 |
| Gross Receipts Event1 | 46211 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 46211 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 44204 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 46211 | GrossReceiptsTotal |
| Gross Revenue Total Events | 46211 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 44204 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 44204 | DirectExpenseSummaryEvents |
| Net Income Summary | 2007 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER THE RETURN IS PREPARED BY THE AUDITORS AND UPLANDS STAFF, THE CFO WILL REVIEW, SIGN AND DISTRIBUTE TO ALL BOARD MEMBERS. | |
| ALL BUSINESS DECISIONS ARE REVIEWED BY EXECUTIVE DIRECTOR AND / STAFF. LARGE AND NON-ROUTINE ITEMS ARE BY EXECUTIVE COMMITTEE AS WELL. | FORM 990, PART VI, SECTION B, LINE 12C | |
| EXECUTIVE COMMITTEE AND HUMAN RESOURCE COMMITTEE CONDUCT PERFORMANCE REVIEW AND MAKE SALARY RECOMMENDATION. EXECUTIVE DIRECTOR REVIEWS PERFORMANCE AND INITIATES SALARY ADJUSTMENTS. DOLLARS ARE SET BY BUDGETING PROCESS. FINANCE COMMITTEE APPROVES DETAIL AND BOARD APPROVES FINAL BUDGET AT SPRING BOARD MEETING. | FORM 990, PART VI, SECTION B, LINE 15 | |
| DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 345,409. | FORM 990, PART XI, LINE 5: |