2012-11-02T11:00:05-05:00 2011-12-31 061470257 SULLIVAN & COMPANY CPAS LLP 50 HOLDEN STREET PROVIDENCE RI 02908 990 2011-01-01 050500898 UNITED METHODIST ELDER CARE UNIT 4014387210 40 IRVING AVENUE EAST PROVIDENCE RI 02914 KAREN SMITH AMADO 4014387210 2012-09-18 1 DONALD SULLIVAN P00059830 4012725600 X 2011 2016-02-24 21:20:13Z KAREN SMITH AMADO 40 IRVING AVENUE EAST PROVIDENCE RI 02914 877074 0 X N/A X 1997 RI THE PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING, NURSING CARE, ASSISTED LIVING AND OTHER FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED AND TO CONTRIBUTING TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING; TO THAT END, IT IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE FOLLOWING NON-PROFIT ORGANIZATIONS AND SHALL BE OPERATED, SUPERVISED OR CONTROLLED IN CONNECTION WITH THE FOLLOWING ORGANIZATIONS: UNITED METHODIST RETIREMENT CENTER, UNITED METHODIST HEALTH CARE CENTER, UNITED METHODIST ELDER CARE FOUNDATION AND ARBOR HILL ASSISTED LIVING. 20 20 5 30 0 0 251263 337286 483480 501144 1202 737 19027 19417 754972 858584 0 0 0 0 528033 609304 0 0 0 440354 496216 968387 1105520 -213415 -246936 727505 726997 1258937 1505365 -531432 -778368 X THE PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING, NURSING CARE, ASSISTED LIVING AND OTHER FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED AND TO CONTRIBUTING TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING; TO THAT END, IT IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE FOLLOWING NON-PROFIT ORGANIZATIONS AND SHALL BE OPERATED, SUPERVISED OR CONTROLLED IN CONNECTION WITH THE FOLLOWING ORGANIZATIONS: UNITED METHODIST RETIREMENT CENTER, UNITED METHODIST HEALTH CARE CENTER, UNITED METHODIST ELDER CARE FOUNDATION AND ARBOR HILL ASSISTED LIVING. 0 0 940513 501144 THE ORGANIZATION MANAGES THE OPERATIONS OF FOUR RELATED ORGANIZATIONS THAT PROVIDE HEALTH AND RETIREMENT SERVICES TO THE ELDERLY. 940513 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X THE ORGANIZATION 4014387210 40 IRVING AVENUE EAST PROVIDENCE RI 02914 BRUCE ANDREWS 3.00 X X 0 0 0 THOMAS HEMMENDINGER ESQUIRE 3.00 X 0 0 0 ROBERT K BOWER 3.00 X X 0 0 0 NAIR CARDOSO 3.00 X 0 0 0 KEITH N JOHNSON 3.00 X X 0 0 0 GALE O'NEIL 3.00 X 0 0 0 JOHNELL NORTON 3.00 X 0 0 0 PAUL LAMARRE 3.00 X 0 0 0 HANNAH BELL LOMBARDO 3.00 X 0 0 0 ISABEL COUTU 3.00 X 0 0 0 LISA PROCTER 3.00 X 0 0 0 DOUGLAS BURGESS 3.00 X 0 0 0 DANIEL GENANNT 3.00 X 0 0 0 NANCY HAJEK 3.00 X 0 0 0 SHEILA SINGLETON-CHARRON 3.00 X 0 0 0 JOHN BROWNING 3.00 X 0 0 0 JOANNE DAHMER 3.00 X 0 0 0 M PHILIP SUSAG 3.00 X 0 0 0 MICHAEL COLE 3.00 X 0 0 0 CAROL J HUFF 3.00 X 0 0 0 LORI OBRIEN-FOERI EQUIRE 3.00 X 0 0 0 DR LARRY GOODSTEIN 3.00 X 0 0 0 KENNETH C SAUNDERS 3.00 X 0 0 0 RACHEL FILINSON 3.00 X 0 0 0 PAUL PARKS JR 3.00 X 0 0 0 CIDALIA ROCHA 3.00 X 0 0 0 DR CAROL SHELTON 3.00 X 0 0 0 CHARLES TRAMONTANA 3.00 X 0 0 0 REV DR JAMES MARTIN 3.00 X 0 0 0 LINDA M MATHEWSON EQUIRE 3.00 X 0 0 0 ANGELA MERKERT 3.00 X 0 0 0 PHILIP MCCLINTOCK 3.00 X 0 0 0 REV GEORGE ABOSAMRA 3.00 X 0 0 0 PAUL J BOGOSIAN 3.00 X 0 0 0 W KATHLEEN BRADY 3.00 X 0 0 0 REV GREGORY D CARPENTER 3.00 X 0 0 0 MICHAEL J CROCKER 3.00 X 0 0 0 BEVERLY DALEY 3.00 X 0 0 0 MARJORIE DAVIS 3.00 X 0 0 0 REV JULIA DOUTAZ 3.00 X 0 0 0 FREDERICK ENSLEY 3.00 X 0 0 0 PHILIP GREFE ESQUIRE 3.00 X 0 0 0 MARCIA L GREINER 3.00 X 0 0 0 REV CARL M HELGERSON 3.00 X 0 0 0 WILLIAM JENNINGS 3.00 X 0 0 0 DONALD KENNEDY 3.00 X 0 0 0 DOROTHY LAMB 3.00 X 0 0 0 REV ROSS LILLY 3.00 X 0 0 0 CAROL OWENS 3.00 X 0 0 0 REV DR BRUCE PEHRSON 3.00 X 0 0 0 MARY JANE PELKEY 3.00 X 0 0 0 ELWELL H PERRY SR 3.00 X 0 0 0 THOMAS PETERS III 3.00 X 0 0 0 BEVERLY PROCKNIK 3.00 X 0 0 0 REV DR DAVID A PURDY 3.00 X 0 0 0 HARRIOT M SARGENT 3.00 X 0 0 0 EDWARD SILBERMAN 3.00 X 0 0 0 REBECCA SILLIMAN MD PHD 3.00 X 0 0 0 NORMA STINSON 3.00 X 0 0 0 RICHARD WATSON 3.00 X 0 0 0 PAUL WILLSON 3.00 X 0 0 0 NORA ELEANOR ALMOND 3.00 X 0 0 0 BISHOP PETER D WEAVER 3.00 X 0 0 0 REV DR SEOK-HWAN HONG 3.00 X 0 0 0 JEAN JAMES 3.00 X 0 0 0 DOROTHY FLOWERS 3.00 X 0 0 0 KAREN SMITH-AMADO 40.00 X 141997 0 13714 SHIRLEE FLEET 40.00 X 82472 0 16764 224469 0 30478 1 0 1 0 0 15581 321705 337286 MANAGEMENT FEE INCOME 541610 500376 500376 HOME CARE REVENUE 621610 768 768 501144 737 737 36596 15581 18490 18106 18106 MISCELLANEOUS REVENUE 900099 1311 1311 1311 858584 501144 0 20154 254947 224469 30478 286618 220656 65962 6556 5047 1509 24709 19023 5686 36474 28081 8393 8668 8668 260 260 41804 23772 18032 12900 12900 2233 1940 293 3588 3588 1112 1112 15309 11786 3523 CONTRIBUTIONS TO RELATE 368086 368086 CHAPLAIN FEES 20267 20267 OFFICE PURCHASED SERVIC 9779 9779 MISCELLANEOUS EXPENSE 6099 6099 6111 3374 2737 1105520 940513 165007 0 258019 239809 462576 481888 2055 1557 99226 95483 4855 3743 727505 726997 146891 173339 1112046 1332026 1258937 1505365 X -980524 -1291643 366592 430775 82500 82500 -531432 -778368 727505 726997 -246936 0 X X 0 1 1 X 0 X 199305 182592 112886 251263 337286 1083332 199305 182592 112886 251263 337286 1083332 108259 975073 386 2141 1202 737 4466 300 265 1311 1876 1089674 2394184 0.89480 0.91060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99226 95483 3743 3743 DUE TO CENTRALIZED PAYROLL 1221094 OBLIGATIONS UNDER CAPITAL LEASE 48006 DUE TO AFFILIATE 62926 1332026 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION HAS ADOPTED THE GUIDANCE IN ASC 740, INCOME TAXES, RELATING TO UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES A TWO STEP PROCESS FOR THE MEASUREMENT OF UNCERTAIN TAX POSITIONS THAT HAVE BEEN TAKEN OR ARE EXPECTED TO BE TAKEN ON A TAX RETURN. THE FIRST STEP IS A DETERMINATION OF WHETHER THE TAX POSITION SHOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SECOND STEP DETERMINES THE MEASUREMENT OF THE TAX POSITION. SUCH POSITIONS FOR A NONPROFIT CORPORATION WOULD INCLUDE THE NONPROFIT ORGANIZATION'S STATUS AS AN EXEMPT ENTITY, WHETHER THE ORGANIZATION'S ACTIVITIES ARE RELATED TO ITS TAX EXEMPT PURPOSE AND, IF APPLICABLE, HOW THE ORGANIZATION ALLOCATES REVENUE AND EXPENSES BETWEEN ITS EXEMPT PURPOSE AND UNRELATED BUSINESS ACTIVITIES. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION OF SUCH TAX POSITIONS, CLASSIFICATION, POTENTIAL INTEREST AND PENALTIES, AND DISCLOSURE. NO UNCERTAIN TAX POSITIONS WITHIN THE SCOPE OF ASC 740 EXIST AS OF DECEMBER 31, 2011. GALA 36596 36596 18490 36596 36596 18490 18490 18106 X X X 0 0 0 0 0 0 0 0 0 KAREN SMITH-AMADO 141997 0 0 0 0 0 0 0 13714 0 155711 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 IT IS UNITED METHODIST ELDER CARE'S POLICY THAT UNITED METHODIST ELDER CARE'S FINANCE COMMITTEE WILL REVIEW THE IRS FORM 990 THAT IS FILED ON THE ORGANIZATIONS BEHALF. THE FINANCE COMMITTEE WILL REPORT THEIR REVIEW TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES EACH BOARD MEMBER AND MANAGER TO PROVIDE AN INITIAL AND THEREAFTER AN ANNUAL CONFLICT OF INTEREST STATEMENT ATTESTING THAT THEY HAVE READ AND ARE FAMILIAR WITH THE CONFLICT OF INTEREST POLICY. IN THE CONFLICT OF INTEREST POLICY, THEY ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS OR BUSINESS DEALINGS WHICH THERE IS THE POTENTIAL FOR A CONFLICT OF INTEREST TO EXIST. THE EXECUTIVE DIRECTOR ENSURES THAT CONFLICT OF INTEREST STATEMENTS ARE SIGNED BY ALL THOSE REQUIRED. IF A CONFLICT OF INTEREST ARISES THEN IT IS REFERRED TO THE EXECUTIVE BOARD FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE TAKES INTO ACCOUNT THE COMPENSATION PAID TO SIMILAR EXECUTIVE DIRECTORS AT COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. THE COMMITTEE ALSO CONSIDERS THE PERFORMANCE OF THE ORGANIZATION DURING THE REVIEW PERIOD AND THE EXECUTIVE DIRECTOR'S SUCCESS IN ACHIEVING THE ORGANIZATION'S GOALS. THE DISCUSSIONS AND DECISION OF THE EXECUTIVE DIRECTOR'S SALARY ARE DOCUMENTED BY THE FINANCE COMMITTEE DURING THEIR MEETING. THE EXECUTIVE DIRECTOR REVIEWS ALL MANAGEMENT EMPLOYEES FOR COMPENSATION DECISIONS, WHICH ARE MADE WITHIN THE PARAMETERS ESTABLISHED WITHIN THE BUDGET THAT IS APPROVED BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR CONSIDERS THE PERFORMANCE OF EACH INDIVIDUAL DURING THE REVIEW PERIOD AND CONSIDERS THE EMPLOYEE'S SUCCESS IN ACHIEVING THE ORGANIZATIONAL GOALS. ALSO, THE EXECUTIVE DIRECTOR COMPARES COMPENSATION OF COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE MAIN OFFICE UPON REQUEST. FORM 990, PART XII, LINE 2C AUDIT OVERSIGHT THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT OF THE FINANCIAL STATEMENTS. ELDER CARE CONSULTANTS LLC 40 IRVING AVENUE EAST PROVIDENCE RI 02914 270997439 PROVIDE CONSULTING SERVICES IN THE HEATH CARE INDUSTRY RI 2224 2755 N/A UNITED METHODIST HEALTH CARE CENTER 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050500899 OPERATION OF AN 84 BED NURSING FACILITY FOR THE ELDERLY RI 501(C)(3) LINE 7 N/A 0 UNITED METHODIST ELDER CARE FOUNDATION 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050500900 HANDLES THE INVESTMENTS AND OTHER SUPPORTING ACTIVITIES RI 501(C)(3) LINE 11A, I N/A 0 UNITED METHODIST RETIREMENT CENTER 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050318003 OPERATES A 115 UNIT RETIREMENT AND ASSISTED LIVING CENTER RI 501(C)(3) LINE 9 N/A 0 THE PROVIDENCE DEACONESS HOME OF THE UNITED METHODIST CHURCH 40 IRVING AVENUE EAST PROVIDENCE RI 02914 PROVIDE A COMMUNITY WHERE OLDER PERSONS MAY LIVE IN COMFORT AND DIGNITY RI 501(C)(3) LINE 11A, I N/A 0 ARBOR HILL ASSISTED LIVING 153 DEAN STREET PROVIDENCE RI 02903 452047960 OPERATION OF A 53 UNIT ASSISTED LIVING FACILITY FOR THE ELDERLY RI 501(C)(3) LINE 9 N/A 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0