2026-05-05T11:49:23-05:00 2025-06-30 621046406 JOHNSON HICKEY & MURCHISON PC 2215 OLAN MILLS DRIVE CHATTANOOGA TN 37421 990 2024-07-01 620479194 UPLANDS VILLAGE UPLA 9312773518 PO BOX 168 PLEASANT HILL TN 385780168 MARSHAL HUDDLESTON PRESIDENT & CEO 9312773518 2026-05-04 1 DIANA BOLEN P01226129 4237560052 2024 2025-03-06 01:10:19Z MARSHAL HUDDLESTON PO BOX 168 PLEASANT HILL TN 385780168 13101482 0 X UPLANDSVILLAGE.COM X 1922 TN THE MISSION OF UPLANDS VILLAGE IS TO BUILD AN EXCEPTIONAL CARING COMMUNITY THAT INSPIRES ALL TO THRIVE WITH DIGNITY AND INDEPENDENCE. 11 11 245 120 0 0 1440226 410789 12016134 11816025 526472 386209 104679 45844 14087511 12658867 14250 18445 0 0 7467678 7191834 0 0 0 5896081 6579237 13378009 13789516 709502 -1130649 17511879 17407817 12110997 12834953 5400882 4572864 THE MISSION OF UPLANDS IS TO BUILD AN EXCEPTIONAL CARING COMMUNITY THAT INSPIRES ALL TO THRIVE WITH DIGNITY AND INDEPENDENCE. 0 0 9819033 18445 11861869 THE MISSION OF UPLANDS VILLAGE IS TO PROVIDE AN AFFORDABLE AND INTELLECTUALLY STIMILATING CONTINUING CARE RETIREMENT COMMUNITY THAT IS COMMITTED TO DELIVERING SUPERIOR CARE TO SENIOR ADULTS WHO HAVE BEEN AND REMAIN COMMITTED TO ISSUES OF SOCIAL JUSTICE AND A FAITHFUL TRADITION OF SERVICE TO OTHERS. 9819033 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 32 0 1 245 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 9312773518 PO BOX 168 PLEASANT HILL TN 385780168 GEORGE CHITIYO DIRECTOR 2.00 X 0 0 0 DEBORAH DOUGLAS DIRECTOR 2.00 X 0 0 0 THELMA KIDD DIRECTOR 2.00 X 0 0 0 JINGER LOGGINS DIRECTOR 2.00 X 0 0 0 HOLLY HANSON VICE CHAIR 2.00 X X 0 0 0 TOM MITCHELL DIRECTOR 2.00 X 0 0 0 STEVE MASTERSON DIRECTOR 2.00 X 0 0 0 TANYA HAHN TREASURER 2.00 X X 0 0 0 NANCY ACKLEY DIRECTOR 2.00 X 0 0 0 MICHAEL READINGER BOARD CHAIR 2.00 X X 0 0 0 KIM WOOD DIRECTOR 2.00 X 0 0 0 NOAH MOORE CEO/PRESIDENT 40.00 X 7231 0 0 CATHY TAYLOR INTERIM CEO/PRESIDENT 40.00 X 129562 0 0 HERSCHEL MURNER CEO/PRESIDENT 40.00 X 163501 0 0 300294 0 0 2 0 1 0 CULINARY SERVICES GROUP LLC 1135 BUSINESS PARKWAY SOUTH STE 10 WESTMINSTER MD 21157 DIETARY SERVICES 613013 FUNCTIONAL PATHWAYS 10133 SHERRIL BLVD SUITE 200 KNOXVILLE TN 37392 THERAPY SERVICES 570367 W&O CONSTRUCTION PO BOX 239 LIVINGSTON TN 38570 CONSTRUCTION CONTRACTOR 387020 US FOODS INC PO BOX 602224 CHARLOTTE NC 28260 DIETARY SERVICES 314483 4 410789 178000 410789 NET PATIENT REVENUE 623000 11816025 11816025 11816025 111798 111798 452583 264443 359615 83000 92968 181443 274411 274411 MISCELLANEOUS REVENUE 623000 45844 45844 45844 12658867 11861869 0 386209 X 18445 18445 206673 206673 6012971 4815538 1197433 31707 24499 7208 500854 398504 102350 439629 318468 121161 6470 6470 69143 69143 1540644 1232843 307801 158611 158611 172570 667 171903 601634 49474 552160 5811 646 5165 454670 351316 103354 963132 744196 218936 468147 361729 106418 OTHER SUPPLIES AND EXPE 626513 564604 61909 OTHER OPERATING EXPENSE 592893 19105 573788 MEDICAL SERVICES 585848 585848 MEDICAL SUPPLES AND DRU 333151 333151 13789516 9819033 3970483 0 478392 394453 1126800 1645211 232074 389283 94908 59563 27276846 17291713 10708828 9985133 4468212 4559397 402665 374777 17511879 17407817 704198 1596952 6053 4698 11333959 11156616 55887 68387 10900 8300 12110997 12834953 X 1664576 699490 3736306 3873374 5400882 4572864 17511879 17407817 -1130649 302631 0 X 0 1 X 1 0 X 665620 659620 2325309 1358020 410789 5419358 9938675 10266242 10992221 12016134 11816025 55029297 10604295 10925862 13317530 13374154 12226814 60448655 0 0 0 60448655 30805 23898 87301 121557 111798 375359 30805 23898 87301 121557 111798 375359 79195 52043 5049 60638 45844 242769 10714295 11001803 13409880 13556349 12384456 61066783 0.98990 0.98630 0.00610 0.00540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 3697276 20000 405105 451798 3670583 3271029 450000 428063 451816 3697276 994715 2001846 274468 3271029 1195720 -151094 49911 994715 1055918 700 155169 16067 1195720 1 0 341575 341575 21433166 12740438 8692728 4716229 3834828 881401 785876 716447 69429 9985133 DEPOSITS AND CREDITS 8300 8300 X 12961498 302631 302631 12658867 0 12658867 13789516 0 13789516 0 13789516 PART X, LINE 2: UPLANDS ACCOUNTS FOR UNCERTAIN TAX POSITIONS WITH PROVISIONS OF FASB ASC 740-10 "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" (FASB ASC 740-1) WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX UPLANDS FOLLOWS GUIDANCE ON DERECOGNITION OF TAX BENEFITS, CLASSIFICATION ON THE STATEMENT OF NET POSITION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. UPLANDS DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS OF OF JUNE 30, 2025 AND 2024, AND UPLANDS DID NOT RECORD ANY MATERIAL PENALTIES OR INTEREST ASSOCIATED WITH UNCERTAIN TAX POSITIONS. UPLANDS FORM 990'S, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS 2022 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING WHARTON AUX. VARIOUS FUNDRAISERS 1 SCHOLARSHIPS 20 18445 PART I, LINE 2: APPLICATIONS ARE ACCEPTED FROM EMPLOYEES AND THEIR FAMILIES SEEKING HIGHER EDUCATION IN A MEDICAL RELATED FIELD. SCHOLARSHIPS ARE BASED UPON NEED AND THE DESIRE TO ATTEND SCHOOL. APPLICANTS ARE REQUIRED TO PROVIDE THE NUMBER OF HOURS, THE CLASSES THAT THEY WILL TAKE AND THE NAMES OF TWO REFERENCES. THE SCHOLARSHIPS ARE SENT DIRECTLY TO THE EDUCATIONAL INSTITUTION FOR THE BENEFIT OF THE APPLICANT. 1 0 0 0 0 0 0 0 0 HERSCHEL MURNER CEO/PRESIDENT 163501 0 0 0 0 0 0 0 0 0 163501 0 0 0 PART I, LINE 4A HERSHEL MURNER RECEIVED A TOTAL OF $58,016 IN SEVERANCE PAY DURING THE CALENDAR YEAR 2024 THAT WAS PAID WEEKLY AFTER HIS RESIGNATION FROM UPLANDS VILLAGE. 0 X 1 178000 PROPERTY TAX RECORDS 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE CFO AND THE PRESIDENT/CEO. THE 990 IS DISTRIBUTED TO THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ALL BUSINESS DECISIONS ARE REVIEWED BY THE PRESIDENT/CEO, CFO AND STAFF. LARGE AND NON-ROUTINE ITEMS ARE ALSO REVIEWED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO PERFORMANCE AND SALARY IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE AND HUMAN RESOURCE COMMITTEE CONDUCT PERFORMANCE REVIEW AND MAKE SALARY RECOMMENDATIONS. THESE ARE THEN APPROVED BY THE PRESIDENT/CEO AFTER PERFORMANCE REVIEWS. THE AMOUNTS ARE ESTABLISHED IN THE BUDGETING PROCESS AND THE FINANCE COMMITTEE APPROVES THESE DETAILS ALONG WITH THE BOARD APPROVED FINAL BUDGET. THIS APPROVAL PROCESS OCCURS IN THE SPRING BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 18 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,232,843. MANAGEMENT AND GENERAL EXPENSES 307,801. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,540,644.