2011-02-15T15:56:52-06:00 2010-06-30 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2009-07-01 561381671 UNITED METHODIST AGENCY FOR THE RETARDED WESTERN NORTH CAROLINA INC UNIT 7048751328 PO BOX 1558 HUNTERSVILLE NC 280701558 STEVE SELLERS 7048751328 2011-02-12 1 Davidson Holland Whitesell Co PLLC 8283222070 2009 2016-02-24 21:20:13Z STEVE SELLERS PO BOX 1558 HUNTERSVILLE NC 280701558 6672370 0 X WWW.UMARINFO.COM X 1983 NC UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. 15 15 318 313 0 0 1002047 667529 5773868 5770080 13229 -31732 34984 103794 6824128 6509671 0 0 4229117 4323016 0 242161 2107764 2049398 6336881 6372414 487247 137257 6655364 6826822 807214 673321 5848150 6153501 UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES. 0 0 5381234 5770080 RESIDENTIAL SERVICES PROVIDE 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. SUPPORTED EMPLOYMENT SERVICES PROVIDE JOB ASSESSMENT, JOB PLACEMENT AND JOB TRAINING SERVICES FOR ABOUT 100 CLIENTS.ARTS PROGRAM PROVIDES SERVICES THAT TEACH STUDENTS A VARIETY OF ARTISTIC MEDIUMS SUCH AS PAINTING, POTTERY, JEWELRY MAKING AND DIGITAL PHOTOGRAPHY FOR APPROXIMATELY 20 STUDENTS. 5381234 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 318 1 0 0 0 0 0 0 0 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 1 1 0 NC X KAREN M SMITH CFO 7046597640 PO BOX 1558 HUNTERSVILLE NC 28070 ED IMBROGNO 0.50 X 0 0 0 RICHARD MCKNIGHT 0.50 X 0 0 0 JIM COCHRAN 0.50 X 0 0 0 ADAM DUNAWAY 0.50 X 0 0 0 CAROLYN MIDDLEBROOKS 0.50 X 0 0 0 GINGER KELLY 0.50 X 0 0 0 CHARLES LIESKE 0.50 X 0 0 0 MARGARET MCCLESKY 0.50 X 0 0 0 MAX DANIEL 0.50 X 0 0 0 MICHAEL L WILSON 0.50 X 0 0 0 MORRY JOHNSTON 0.50 X 0 0 0 WILLIAM ERVIN 0.50 X 0 0 0 REV SYLVIA WILHELM 0.50 X 0 0 0 REV STEPHEN JAMES 0.50 X 0 0 0 KAREN SMITH 50.00 X 70304 0 3515 MARILYN GARNER 50.00 X 61665 0 3150 DEBBIE BREWER 40.00 X 51407 0 0 STEVE SELLERS 50.00 X 106800 0 5625 BOB KINSER 50.00 X 77280 0 8200 367456 0 20490 1 0 0 0 0 175110 492419 667529 CAP SERVICES 624100 2383168 2383168 SOCIAL SECURITY 624100 1235302 1235302 GOVERNMENT PROGRAMS 624100 1176422 1176422 PERSONAL CARE/ TRANSPO 624100 439251 439251 RESIDENTS' FEES 624100 247849 247849 288088 288088 5770080 6864 6864 3854 95000 4057 133393 -203 -38393 -38596 -38596 129043 175110 25249 103794 103794 6509671 5770080 0 72062 367456 113072 254384 3160678 2908830 89334 162514 51600 37493 11423 2684 453616 396146 41180 16290 289666 259962 16253 13451 59558 52121 5719 1718 5141 5141 3221 1006 2015 200 140644 30308 110336 6348 6114 234 34292 1951 26010 6331 15851 15851 154726 154726 195484 192427 3057 330285 290072 32273 7940 Auto Leases and Expense 346496 346496 0 0 Food 218353 218253 100 0 Supplies 103281 77125 16727 9429 Telephone 98439 85028 7747 5664 Miscellaneous Expense 93057 20505 69939 2613 244222 184458 46437 13327 6372414 5381234 749019 242161 967084 1247811 251700 213300 451047 418061 85000 25560 23243 5607634 1672923 4079288 3934711 356591 392508 524094 512188 6655364 6826822 594104 489340 213110 183981 807214 673321 X 5486747 5768035 150839 174902 210564 210564 5848150 6153501 6655364 6826822 X 0 0 0 X 2045278 1214240 758467 815619 492419 5326023 2045278 1214240 758467 815619 492419 5326023 5326023 24742 14335 31068 13299 6864 90308 196360 345143 278904 820407 6236738 23883811 0.85400 0.87950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 351609 35521 387130 351609 351609 0.80000 0.20000 0 0 207725 207725 4759435 1474500 3284935 35065 10863 24202 605409 187560 417849 0 3934711 DEPOSITS 11198 CONSTRUCTION IN PROGRESS 105516 DUE TO/FROM AFFILIATES 359405 OTHER ASSETS 23069 FUND BALANCE FROM HOME 8 TO CORPORATE 13000 512188 6509671 6372414 137257 29766 137740 588 168094 305351 6578418 37015 38596 75611 6502807 6864 6864 6509671 6410807 38393 38393 6372414 0 6372414 Part XI, Line 8 - Other Adjustments: TAX LOSS/BOOK GAIN DIFFERENCE: 588. Part XII, Line 2d - Other Adjustments: LOSS ON SALE OF STOCK CLAIMED AS NEGATIVE REVENUE ON 990: 203. LOSS ON SALE OF ASSETS CLAIMED AS NEGATIVE REVENUE ON 990: 38393. Part XII, Line 4b - Other Adjustments: DIVIDEND AND INTEREST INCOME NETTED WITH UNREALIZED GAINS: 6864. Part XIII, Line 2d - Other Adjustments: LOSS ON SALE OF ASSETS CLAIMED AS NEGATIVE REVENUE ON 990: 38393. CHARLOTTE GOLF TOURNAMENT 57088 57088 11023 CHARLOTTE LUNCHEON 111221 103051 8170 2031 3 135844 72059 63785 9226 2969 304153 175110 129043 11257 13992 25249 103794 Form 990, Part VI, Section B, line 11 THE 990 IS REVIEWED BY THE CFO AND PRESIDENT BEFORE FILING Form 990, Part VI, Section B, line 15 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 C, line 19 DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE 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) 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) 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) 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) 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) 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) 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) 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) 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0