2011-02-14T14:37:29-06:00 2010-03-31 LARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2009-04-01 750800694 C C YOUNG MEMORIAL HOME CCYO 2148278080 4847 WEST LAWTHER DRIVE No 100 DALLAS TX 75214 KENT L SHIELDS 2148278080 2011-02-10 1 3149254300 2009 2016-02-24 21:20:13Z KENT L SHIELDS 4847 WEST LAWTHER DRIVE No 100 DALLAS TX 75214 26138721 0 X www.ccyoung.org X 1922 TX C. C. Young is a multi-service retirement community dedicated to the elderly, their families and the community, providing programs and facilities in a continuum of care extending from home and community-based services to residential and full-time nursing care. Reflecting the Christian traditions of love, benevolence, and service, we strive to enhance the physical, mental, social, and spiritual well-being of the elderly. 10 9 464 2300 0 0 700360 840373 16622883 17262996 336736 819238 342115 218508 18002094 19141115 0 0 9514423 10009206 0 119490 9833872 14160226 19348295 24169432 -1346201 -5028317 53304011 109894887 32487721 92809160 20816290 17085727 C.C. YOUNG'S MISSION IS TO WORK WITH OTHERS TO TRANSFORM OUR COMPLEMENTARY SERVICE RESPONSES TO THE AGED. THROUGH COLLABORATION WE WILL INTENSIFY AND BROADEN OUR PROGRAMS AND SERVICES SO THAT EACH INDIVIDUAL MAY FLOURISH IN BODY, MIND, AND SPIRIT. 1 0 20561778 17262996 C. C. Young is a multi-service retirement community dedicated to the elderly, their families and the community, providing programs and facilities in a continuum of care extending from home and community-based services to residential and full-time nursing care.Residential Living: At C. C. Young our residents shape their own future in residential living. They continue to discover, grow and be creative in C. C. Young's vision. Our services give residents the privacy and freedom they desire while allowing residents to enjoy their independence without the responsibility of maintaining a house. All resdidential living areas offer additional venues where residents dine and gather for social opportunities.Assisted Living: At C. C. Young Assisted Living we provide residents with a full range of services that allow autonomy, privacy and a true sense of value. We target activities of daily living such as medication management, meals and bathing assistance so an individual in assisted living can maintain an independent lifestyle. Our assisted living program is assisted living that promotes our philosophy of love, freedom, security, and self-growth. Residents are encouraged to participate in an enjoyable community lifestyle while feeling secure in the knowledge that C. C. Young's 24-hour staff is there to provide compassionate support and personal care when needed.Skilled Nursing: Our Health Services provide a constellation of service that values the aged and offers opportunities for individuals 55 years of age and better. The continuum of services includes Medicare Certified skilled rehabilitation, licensed nursing care and nursing level dementia care.Hospice: At C. C. Young, all phases of life are significantly important. End of life is an opportunity for terminally ill persons and their families to celebrate the relationships and experiences they have had during their life, as well as the coming to terms with life in general. Seasons Hospice works with the individual to help ensure each person is able to enjoy this time of development. Through our qualified and supportive hospice staff we provide comfort, including pain management, clergy support if desired, and nursing care. Keeping the individual comfortable and free of pain enables each individual to find acceptance and fulfillment in this final stage of life.Center for Wellness and Renewal: At C. C. Young rehabilitation has taken a big step forward. A new state of the art outpatient rehabilitation gym was opened in late 2009 and covers more than 2500 square feet in the Lawther Point East building. The new gym is available to our skilled nursing residents receiving care on our medicare certified unit, and to all residents and the surrounding community through our outpatient rehab.Volunteers: We have bountiful volunteer opportunities for people with a giving spirit. We welcome church, youth and school groups, as well as community volunteer organizations-or simply individuals who believe as we do: that seniors should be valued all through life. Volunteers discover wonderful volunteer opportunities here. At C. C. young's three campus beauty shops, it is volunteers who style hair and provide manicures. Volunteers help out at church services, holiday festivities, ice cream socials and birthday parties. C. C. Young also has an ongoing need for hospice companions. Volunteers work on campus beautification projects and use their clerical skills for the greater good of our community. Volunteers teach arts and crafts class, play the piano, lead book discussions, or use other talents to bring living to a fine art for our residents.The Point, Center for Arts and Education: The Point, Center for Arts and Education, is unlike anything else in our region. The Point is not only a free-standing building which opened in 2007, but a true center which fulfills C. C. Young's goal of a seamless society of all ages. We are dedicated to exploration of new ideas, learning, creativity, and caring. The Point is truly centered around body, mind and spirit for those 55 and better. The Point is open from 6:00 a.m. until 8:00 p.m. for all C. C. Young residents and the general public.Pastoral Care: Pastoral Care at C. C. Young strengthens the connection of residents with their local churches, develops a wide range of spiritual programming on the C. C. Young campus, and provides consistent, personal pastoral care to our residents.Collaborators: Our Mission is to work with others to transform our complementary service responses to the aged. Through collaboration we will intensify and broaden our programs and services so that each individual may flourish in body, mind and spirit. C. C. Young has invaluable collaborative support from so many which is realized every day on campus. Our collaborative relationships have been designed to help both parties achieve their mutual and respective goals and purposes. In 2010 we worked with over 40 collaborative partners. 20561778 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 25 0 1 464 1 0 0 0 0 0 0 0 0 0 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X KENT L SHIELDS 2148412886 4847 WEST LAWTHER DRIVE STE 100 DALLAS TX 75214 Barry S Smith MD 1.00 X 0 0 0 WILLIAM E COTHRUM 1.00 X 0 0 0 Rev J Clayton Oliphint 1.00 X 0 0 0 ASHLEE H KLEINERT 1.00 X 0 0 0 CINDY LUCAS 1.00 X 0 0 0 CAROLYN L MILLER 1.00 X 0 0 0 BERT S MOORE PhD 1.00 X 0 0 0 ALYS RICHARDS 1.00 X 0 0 0 JAMES A SAVAGE 1.00 X 0 0 0 KENNETH T DURAND 60.00 X 228654 0 0 KENT L SHIELDS 60.00 X 125157 0 0 RUSSELL CREWS 60.00 X 122424 0 0 476235 0 0 3 0 1 0 Wilson Elser Moskowitz Edelman & Dick 105 E 42nd Street New York NY 100175639 LEGAL 264884 1 840373 840373 RESIDENT CHARGES 623000 17262996 17262996 17262996 367193 367193 138373 138373 7449651 6997606 452045 452045 452045 MANAGEMENT FEE 623000 22032 22032 THE POINT INCOME 623000 18122 18122 OFFICE RENTAL INCOME 623000 16997 16997 22984 22984 80135 19141115 17262996 0 1037746 476235 476235 7923774 6928908 938813 56053 967731 453651 507228 6852 641466 528240 108686 4540 4517067 4468895 48172 54861 54861 12304 12087 217 496886 73900 371457 51529 1352278 1196369 155909 1390986 1390986 1438031 1301607 136125 299 379173 159261 219912 OUTSOURCED SERVICES 1505735 1505229 506 DIETARY 1267980 1264416 3564 SUPPLIES AND PHARMACY 975011 929154 45857 MAINTENANCE 590222 259522 330700 BAD DEBT 148310 3310 145000 31382 31382 24169432 20561778 3488164 119490 1640 2136 725592 1485276 465164 459613 2740965 1895286 51630 27703 137957 158005 46842695 17053290 30633618 29789405 8717014 10734259 9830431 65343204 53304011 109894887 4939017 12634034 1647276 1731626 24225000 76806759 1676428 1636741 32487721 92809160 X 17213692 13105628 1350827 1626652 2251771 2353447 20816290 17085727 53304011 109894887 X 0 1 1 X 0 X 3766024 3320690 769498 700360 840373 9396945 15798157 16002273 15491980 16622883 17262996 81178289 19564181 19322963 16261478 17323243 18103369 90575234 13220 13220 131290 16140 13925 187795 7236000 2236335 9472335 7249220 2249555 131290 16140 13925 9660130 80915104 722961 93945 963667 724898 505566 3011037 722961 93945 963667 724898 505566 3011037 115474 8789 17129 52482 84558 278432 20402616 19425697 17242274 18100623 18693493 93864703 0.86200 0.83680 0.03210 0.03370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2251771 101676 2353447 2251771 2251771 1.00000 0 0 992996 992996 39861978 13446507 26415471 5987721 3606783 2380938 29789405 CONTRUCTION IN PROCESS 7949867 INTERCOMPANY-DUE FROM UMPHRESS TERRACE 112020 INTERCOMPANY-DUE FROM CCYF 1259 DEBT SERVICE FUND-1998 BONDS 74370 DEBT SERVICE FUND-2007 BONDS 2031 BOND PRINCIPAL FUND-2007 BONDS 117641 DEBT SERVICE RESERVE-1998 BONDS 688731 DEBT SERVICE RESERVE-2007 BONDS 1390570 DEBT SERVICE RESERVE TEMPS 50 - 2009 2175712 DEBT SERVICE RESERVE FIXED RATE 2009 1840079 CONSTRUCTION FUND 2009 36147180 COST OF ISSUANCE FUND SERIES 2009 1068 REAL ESTATE-COLUMBIA LAKE 8500 BURIAL LOTS 4380 DEPOSITS - WATER 1600 INVESTMENT IN-NET ASSETS OF CCYF 1968065 BOND ISSUANCE COSTS 2301967 CAPITALIZED INTEREST- 2009 7671679 DEFERRED MARKETING COST 2886485 65343204 DEPOSITS-THOMAS ENTRANCE FEES 255126 DEPOSITS-ASBURY ENTRANCE FEES 1381615 1636741 Part V, Line 4: Description of Intended Use of Endowment Funds: CC YOUNG MEMORIAL HOME'S INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO SUPPORT BENEVOLENT CARE. Part X: Description of Uncertain Tax Positions Under FIN 48: C.C. Young Group adopted the income tax standard for uncertain tax positions. This standard clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements in accordance with the income tax standard. This standard prescribes recognition and measurement of tax positions taken or expected to be taken on a tax return that are not certain to be realized. X 0 Mary Farr Grant Writer 0 82000 45000 82000 82000 45000 82000 X X X 0 0 0 0 0 0 0 0 0 KENNETH T DURAND 228654 0 0 0 0 0 0 0 0 0 228654 0 0 0 TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 043833551 87638RBX4 2007-08-08 16985000 TO FUND DEBT SERVICE AND FUND ISSUANCE COSTS OF PRIOR SERIES BONDS. 0 0 TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 043833551 87638RDH7 2009-12-10 53995000 TO FINANCE THE COSTS RELATED TO NEW CONSTRUCTION. 0 0 16985000 13970547 594774 5008433 1 0 1 1 53995000 16248271 32042453 1769834 7949900 2011 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 Form 990, Part III, line 2 New Program Services THE CENTER FOR WELLNESS AND RENEWAL WAS OPENED PROVIDING REHABILITATION SERVICES AND THERAPY. Form 990, Part VI, Section B, line 11 CC YOUNG MEMORIAL HOME'S FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND MANAGEMENT BEFORE IT IS FILED. Form 990, Part VI, Section B, line 12c CC YOUNG MEMORIAL HOME REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL DISCLOSURE DOCUMENTATION. CC YOUNG MEMORIAL HOME'S BOARD OF DIRECTORS REVIEWS AND APPROVES ALL RELATED PARTY TRANSACTIONS. Form 990, Part VI, Section B, line 15 CC YOUNG MEMORIAL HOME'S BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF TOP MANAGEMENT AND KEY EMPLOYEES. A MARKET COMPENSATION STUDY REVIEWED BY EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE OFFICERS OR KEY EMPLOYEES. Form 990, Part VI, Section C, line 19 ALTHOUGH NOT REQUIRED, CC YOUNG MEMORIAL HOME MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE MSRB FILINGS AND UPON REQUEST. Schedule G, Part I, Line 2b, Column (v) Explanation of Fundraising Payments C.C. YOUNG CONTRACTED WITH THIS INDIVIDUAL TO ASSIST IN THE WRITING OF VARIOUS GRANTS. C.C. YOUNG DOES THE ACTUAL SOLICITING AND FUNDRAISING ACTIVITIES. SCH K, PART I, LINE B, COLUMN C: CUSIP NUMBERS RELATED TO THIS BOND ARE 87638RDH7, 87638RDJ3, 87638RDG9, 87638RDF1. CC YOUNG FOUNDATION 4847 W LAWTHER DRIVE DALLAS TX 75214 300144175 FUNDRAISING AND INVESTMENTS TX 501(c)(3) 509(A)(3) N/A UMPHRESS TERRACE 7224 UMPHRESS ROAD DALLAS TX 75217 204572509 TO PROVIDE AFFORDABLE HOUSING TO SENIORS TX 501(c)(3) 170(B)(1)(A)(VI) N/A 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 Umphress Terrace P 74515