UMAR SERVICES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UMAR SERVICES INC (EIN 56-1381671)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-14
- IRS object ID
- 201240749349300729
- 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 | 2012-03-14T13:36:59-05:00 | 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 | DAVIDSON HOLLAND WHITESELL & CO PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 13TH AVE PLACE NW SUITE 200 | AddressLine1 |
| City | HICKORY | City |
| State | NC | State |
| ZIP Code | 28601 | 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 | 561381671 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST AGENCY FOR THE RETARDED | BusinessNameLine1 |
| Business Name Line2 | WESTERN NORTH CAROLINA INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 7048751328 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 | AddressLine1 |
| City | HUNTERSVILLE | City |
| State | NC | State |
| ZIP Code | 280701558 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANN CHURCH | Name |
| Title | PRESIDENT | Title |
| Phone | 7048751328 | Phone |
| Date Signed | 2012-03-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN M BALKE | Name |
| Phone | 8283222070 | 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 | ANN CHURCH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 | AddressLine1 |
| City | HUNTERSVILLE | City |
| State | NC | State |
| ZIP Code | 280701558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7519886 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UMARINFO.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 353 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 667529 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 720519 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5770080 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6689499 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -31732 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4707 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 103794 | OtherRevenuePriorYear |
| Other Revenue Current Year | 75611 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6509671 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7490336 | 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 | 4323016 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4969181 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 359095 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2049398 | OtherExpensePriorYear |
| Other Expenses Current Year | 2430483 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6372414 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7399664 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 137257 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 90672 | RevenuesLessExpensesCY |
| Total Assets BOY | 6826822 | TotalAssetsBOY |
| Total Assets EOY | 7233805 | TotalAssetsEOY |
| Total Liabilities BOY | 673321 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1026329 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6153501 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6207476 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6239864 | Expense |
| Revenue | 6689499 | Revenue |
| Description | RESIDENTIAL SERVICES: RESIDENTIAL SERVICES PROVIDES GROUP HOME SERVICES, SUPPORTED APARTMENT SERVICES, IN-HOME SERVICES, COMMUNITY ALTERNATIVE PROGRAM SERVICES AND DEVELOPMENTAL THERAPY SERVICES FOR APPROXIMATELY 200 DEVELOPMENTALLY DISABLED ADULTS. UMAR PROVIDES 24 HOUR CARE FOR ITS RESIDENTS.DAY PROGRAM SERVICES: PROVIDE VOCATIONAL SERVICES IN ROCKINGHAM COUNTY. OPPORTUNITIES INCLUDE HORTICULTURE, MOBILE WORK CREWS, ARTS PROGRAM AND PRODUCTION SERVICES.ARTS PROGRAM PROVIDES SERVICES THAT TEACH STUDENTS A VARIETY OF ARTISTIC MEDIUMS SUCH AS PAINTING, POTTERY, JEWELRY MAKING AND DIGITAL PHOTOGRAPHY FOR OVER 40 STUDENTS. | Description |
| Total Program Service Expense | 6239864 | 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 353 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | 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 | NC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERAN MORROW CAO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7046597640 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 | AddressLine1 |
| City | HUNTERSVILLE | City |
| State | NC | State |
| ZIP Code | 28070 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BASS RANDY | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| COCHRAN JIM | ||||||
| IMMEDIATE PAST CHAIR | 0.50 | X | 0 | 0 | 0 | |
| DANIEL MAX | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| DAVIS JENNIFER | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| DUNAWAY ADAM | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| ERVIN WILLIAM | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| IMBROGNO ED | ||||||
| BOARD CHAIR | 0.50 | X | 0 | 0 | 0 | |
| JOHNSTON MORRY | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| KELLY GINGER | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| MCCLESKY MARGARET | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| MCKNIGHT RICHARD | ||||||
| BOARD TREASURER | 0.50 | X | 0 | 0 | 0 | |
| MIDDLEBROOKS CAROLYN | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| SCOTT CHAD | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| WILSON MIKE | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| WILHELM REV SYLVIA | ||||||
| TRUSTEE-EXOFFICIO | 0.50 | X | 0 | 0 | 0 | |
| ANN CHURCH | ||||||
| PRESIDENT AS OF 10/10/11 | 40.00 | X | 0 | 0 | 0 | X |
| SELLERS STEVE | ||||||
| PRESIDENT UNTIL 7/1/11 | 50.00 | 69532 | 0 | 2596 | X | |
| MORROW TERAN | ||||||
| CAO | 50.00 | 52737 | 0 | 2221 | X | |
| KINSER BOB | ||||||
| VP-OPERATIONS | 50.00 | 83883 | 0 | 8681 | X | |
| GARNER MARILYN | ||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | 60623 | 0 | 3229 | X | |
| BREWER DEBBIE | ||||||
| DIRECTORY OF LEARNING | 40.00 | 52801 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 319576 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 16727 | 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 |
| Fundraising Events | 126960 | FundraisingEvents |
| All Other Contributions | 593559 | AllOtherContributions |
| Total Contributions | 720519 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CAP SERVICES | 624100 | 2478704 | 2478704 |
| GOVERNMENT PROGRAMS | 624100 | 1662503 | 1662503 |
| SOCIAL SECURITY | 624100 | 1286097 | 1286097 |
| PERSONAL CARE/ TRANSPO | 624100 | 452548 | 452548 |
| RESIDENTS' FEES | 624100 | 247900 | 247900 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 561747 | TotalRevenueColumn |
| Related Or Exempt Function Income | 561747 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6689499 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4511 | TotalRevenueColumn |
| Exclusion | $4,511 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4329 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4133 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 196 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 196 | TotalRevenueColumn |
| Exclusion | $196 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 101028 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 126960 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 25417 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75611 | TotalRevenueColumn |
| Exclusion | $75,611 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7490336 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6689499 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $80,318 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336302 | Total |
| Program Services | 116652 | ProgramServices |
| Management And General | 219650 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3719256 | Total |
| Program Services | 3406498 | ProgramServices |
| Management And General | 157463 | ManagementAndGeneral |
| Fundraising | 155295 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36644 | Total |
| Program Services | 26245 | ProgramServices |
| Management And General | 7731 | ManagementAndGeneral |
| Fundraising | 2668 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 538269 | Total |
| Program Services | 480509 | ProgramServices |
| Management And General | 41787 | ManagementAndGeneral |
| Fundraising | 15973 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338710 | Total |
| Program Services | 309131 | ProgramServices |
| Management And General | 16481 | ManagementAndGeneral |
| Fundraising | 13098 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48309 | Total |
| Program Services | 36000 | ProgramServices |
| Management And General | 11109 | ManagementAndGeneral |
| Fundraising | 1200 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13950 | Total |
| Program Services | 9597 | ProgramServices |
| Management And General | 3553 | ManagementAndGeneral |
| Fundraising | 800 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2601 | Total |
| Program Services | 1448 | ProgramServices |
| Management And General | 1153 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140047 | Total |
| Program Services | 26384 | ProgramServices |
| Management And General | 113663 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48524 | Total |
| Program Services | 48390 | ProgramServices |
| Management And General | 129 | ManagementAndGeneral |
| Fundraising | 5 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28271 | Total |
| Program Services | 3717 | ProgramServices |
| Management And General | 18713 | ManagementAndGeneral |
| Fundraising | 5841 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7033 | Total |
| Management And General | 7033 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143967 | Total |
| Program Services | 143967 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186815 | Total |
| Program Services | 183770 | ProgramServices |
| Management And General | 3016 | ManagementAndGeneral |
| Fundraising | 29 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363196 | Total |
| Program Services | 336479 | ProgramServices |
| Management And General | 17837 | ManagementAndGeneral |
| Fundraising | 8880 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| AUTO LEASES AND EXPENSE | 390158 | 357210 | 26683 | 6265 |
| FOOD | 245094 | 244342 | 752 | |
| BAD DEBTS | 138157 | 5925 | 132232 | |
| UTILITIES | 127800 | 117965 | 9793 | 42 |
| SUPPLIES | 127727 | 89748 | 35380 | 2599 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418834 | Total |
| Program Services | 295887 | ProgramServices |
| Management And General | 108779 | ManagementAndGeneral |
| Fundraising | 14168 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7399664 | Total |
| Program Services | 6239864 | ProgramServices |
| Management And General | 800705 | ManagementAndGeneral |
| Fundraising | 359095 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1247811 | BOY |
| EOY | 1570505 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213300 | BOY |
| EOY | 102072 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418061 | BOY |
| EOY | 488289 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85000 | BOY |
| EOY | 84795 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23243 | BOY |
| EOY | 12314 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5729321 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1859738 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3934711 | BOY |
| EOY | 3869583 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 392508 | BOY |
| EOY | 480765 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 512188 | BOY |
| EOY | 625482 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6826822 | BOY |
| EOY | 7233805 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 489340 | BOY |
| EOY | 623017 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183981 | BOY |
| EOY | 403312 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 673321 | BOY |
| EOY | 1026329 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5768035 | BOY |
| EOY | 5801944 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174902 | BOY |
| EOY | 194968 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210564 | BOY |
| EOY | 210564 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6153501 | BOY |
| EOY | 6207476 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6826822 | BOY |
| EOY | 7233805 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 90672 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -36697 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1214240 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 758467 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 815619 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 492419 | CurrentTaxYearMinus1Year |
| Current Tax Year | 720519 | CurrentTaxYear |
| Total | 4001264 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1214240 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 758467 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 815619 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 492419 | CurrentTaxYearMinus1Year |
| Current Tax Year | 720519 | CurrentTaxYear |
| Total | 4001264 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 4001264 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14335 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31068 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13299 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6864 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4511 | CurrentTaxYear |
| Total | 70077 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 345143 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus1 Year | 278904 | CurrentTaxYearMinus1Year |
| Current Tax Year | 75611 | CurrentTaxYear |
| Total | 699658 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4770999 | TotalSupport |
| Gross Receipts From Admissions Etc | 27833306 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.83870 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85400 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 387130 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 87735 | InvestmentEarningsOrLosses |
| End Of Year Balance | 474865 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 351609 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 35521 | InvestmentEarningsOrLosses |
| End Of Year Balance | 387130 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 351609 | BeginningOfYearBalance |
| End Of Year Balance | 351609 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| 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 | 207725 | OtherCostOrOtherBasis |
| Book Value | 207725 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4593708 | OtherCostOrOtherBasis |
| Depreciation | 1207322 | Depreciation |
| Book Value | 3386386 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 202278 | OtherCostOrOtherBasis |
| Depreciation | 111202 | Depreciation |
| Book Value | 91076 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 725610 | OtherCostOrOtherBasis |
| Depreciation | 541214 | Depreciation |
| Book Value | 184396 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3869583 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS | 11198 |
| CONSTRUCTION IN PROGRESS | 277896 |
| DUE TO/FROM AFFILIATES | 311854 |
| OTHER ASSETS | 11534 |
| FUND BALANCE FROM HOME 8 TO CORPORATE | 13000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 625482 | TotalBookValueOtherAssets |
| Total Revenue | 7490336 | TotalRevenue |
| Total Expenses | 7399664 | TotalExpenses |
| Excess Or Deficit For Year | 90672 | ExcessOrDeficitForYear |
| Prior Period Adjustments | -124758 | PriorPeriodAdjustments |
| Other | $88,061 | OtherAmount |
| Total Adjustments | -36697 | TotalAdjustments |
| Excess Or Deficit Per FS | 53975 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | EFFECTIVE JULY 1, 2009, THE ORGANIZATION IMPLEMENTED THE NEW ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2011, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FMANCIAL STATEMENTS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | TAX LOSS/BOOK GAIN DIFFERENCE 88,061. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHARLOTTE GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 55565 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 55565 | CharitableContributionsEvent1 |
| Rent Facility Costs Event1 | 10013 | RentFacilityCostsEvent1 |
| Name Of Event2 | CHARLOTTE LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 117052 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 69132 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 47920 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 1655 | FoodAndBeverageEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 55371 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 2263 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 53108 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 13749 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 227988 | GrossReceiptsTotal |
| Charitable Contributions Total | 126960 | CharitableContributionsTotal |
| Gross Revenue Total Events | 101028 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 10013 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 1655 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 13749 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 25417 | DirectExpenseSummaryEvents |
| Net Income Summary | 75611 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE CFO AND PRESIDENT BEFORE FILING | |
| ALL UMAR EMPLOYEES RECEIVE THE SAME BENEFITS. COMPENSATION IS DETERMINED BY QUALIFICATIONS, EXPERIENCE, AND PERFORMANCE APPRAISAL RATING. EXECUTIVE COMMITTEE RATES PRESIDENT'S PERFORMANCE AND DETERMINES COMPENSATION FROM QUESTIONNAIRE CONCERNING PRESIDENT'S JOB PERFORMANCE FROM SENIOR MANAGEMENT STAFF. | FORM 990, PART VI, SECTION B, LINE 15 | |
| DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | PRIOR PERIOD ADJUSTMENTS: -124,758. TAX LOSS/BOOK GAIN DIFFERENCE 88,061. TOTAL TO FORM 990, PART XI, LINE 5: -36,697. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN NORTH CAROLINA COMMUNITY HOMES # 1 INC | |||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 581738203 | HUD HOME OWNED BY UMAR INC. | NC | 501(C)(3) | 509(A)(1) | 0 |
| WESTERN NORTH CAROLINA COMMUNITY HOMES # 2 INC | |||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 581738204 | HUD HOME OWNED BY UMAR INC. | NC | 501(C)(3) | 509(A)(1) | 0 |
| WESTERN NORTH CAROLINA COMMUNITY HOMES # 3 INC | |||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 561677841 | HUD HOME OWNED BY UMAR INC. | NC | 501(C)(3) | 509(A)(1) | 0 |
| WESTERN NORTH CAROLINA COMMUNITY HOMES # 4 INC | |||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 582019040 | HUD HOME OWNED BY UMAR INC. | NC | 501(C)(3) | 509(A)(1) | 0 |
| WESTERN NORTH CAROLINA COMMUNITY HOMES # 5 INC | |||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | 582115472 | HUD HOME OWNED BY UMAR INC. | NC | 501(C)(3) | 509(A)(1) | 0 |
| WESTERN NORTH CAROLINA COMMUNITY HOMES # 6 INC | |||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | HUD HOME OWNED BY UMAR INC. | NC | 501(C)(3) | 509(A)(1) | 0 | |
| WESTERN NORTH CAROLINA COMMUNITY HOMES # 7 INC | |||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | HUD HOME OWNED BY UMAR INC. | NC | 501(C)(3) | 509(A)(1) | 0 | |
| WESTERN NORTH CAROLINA COMMUNITY HOMES # 9 INC | |||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | HUD HOME OWNED BY UMAR INC. | NC | 501(C)(3) | 509(A)(1) | 0 | |
| WESTERN NORTH CAROLINA COMMUNITY HOMES # 10 INC | |||||||||
| PO BOX 1558 | HUNTERSVILLE | NC | 280701558 | HUD HOME OWNED BY UMAR INC. | NC | 501(C)(3) | 509(A)(1) | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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