2025-03-31T14:56:50-05:00 2024-06-30 621046406 JOHNSON HICKEY & MURCHISON PC 2215 OLAN MILLS DRIVE CHATTANOOGA TN 37421 990 2023-07-01 620479194 UPLANDS VILLAGE UPLA 9312773518 PO BOX 168 PLEASANT HILL TN 385780168 NOAH MOORE PRESIDENT & CEO 9312773518 2025-03-31 0 DIANA BOLEN P01226129 4237560052 2023 2025-03-06 01:10:19Z NOAH MOORE PO BOX 168 PLEASANT HILL TN 385780168 14481283 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. 12 12 267 115 0 0 2400098 1440226 10992221 12016134 130419 526472 44579 104679 13567317 14087511 20900 14250 0 0 6354376 7467678 0 0 0 6244983 5896081 12620259 13378009 947058 709502 17038084 17511879 12517143 12110997 4520941 5400882 THE MISSION OF UPLANDS IS TO BUILD AN EXCEPTIONAL CARING COMMUNITY THAT INSPIRES ALL TO THRIVE WITH DIGNITY AND INDEPENDENCE. 0 0 9597108 14250 12076773 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. 9597108 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 25 0 267 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 DERRICK CLEMOW DIRECTOR 2.00 X 0 0 0 MIKE GOTCHER DIRECTOR 2.00 X 0 0 0 WILLIAM FREY DIRECTOR 2.00 X 0 0 0 K RAY HILL VICE CHAIR 2.00 X X 0 0 0 TOM MITCHELL DIRECTOR 2.00 X 0 0 0 MARC OVERLOCK DIRECTOR 2.00 X 0 0 0 DEBRA GRAHAM CHAIR 2.00 X X 0 0 0 NANCY ACKLEY DIRECTOR 2.00 X 0 0 0 MICHAEL READINGER TREASURER 2.00 X X 0 0 0 STEVE MASTERSON DIRECTOR 2.00 X 0 0 0 MARGARET MCCUTCHEN SECRETARY 2.00 X X 0 0 0 HERSCHEL MURNER PRESIDENT/CEO 40.00 X 179767 0 0 JENNIFER SHELBY MARKETING COORDINATOR 40.00 X 114132 0 0 293899 0 0 2 0 1 0 FUNCTIONAL PATHWAYS 10133 SHERRIL BLVD SUITE 200 KNOXVILLE TN 37392 THERAPY SERVICES 661046 ADVANCED HEALTH INSTITUTE 7801 EAST BUSH LAKE ROAD STE 400 MARION OH 43302 CONTRACT/CONSULTING 310690 TITAN NURSE STAFFING 2110 S 169TH PLAZA STE 100 OMAHA NE 68130 NURSE STAFFING 303743 SHIFTKEY LLC PO BOX 735913 DALLAS TX 75373 NURSE STAFFING 254209 UNITED CHURCH HOMES MANAGEMENT 170 EAST CENTER STREET MARION OH 43301 MANAGEMENT SERVICES 130508 6 82206 1358020 110925 1440226 NET PATIENT REVENUE 623000 12016134 12016134 12016134 121557 121557 651719 146968 364189 29583 287530 117385 404915 404915 44040 0 44040 44040 MISCELLANEOUS REVENUE 623000 60639 60639 60639 14087511 12076773 0 570512 14250 14250 224773 224773 6315251 5174099 1141152 750 750 463216 377388 85828 463688 349409 114279 5093 5093 49786 49786 936203 651105 285098 162758 162758 158646 158646 547828 21307 526521 35550 3361 32189 471293 372412 98881 921867 728452 193415 338768 267692 71076 OTHER SUPPLIES AND EXPE 740177 648814 91363 MEDICAL SERVICES 604971 604971 OTHER OPERATING EXPENSE 580311 41018 539293 MEDICAL SUPPLES AND DRU 342830 342830 13378009 9597108 3780901 0 642969 478392 885051 1126800 116508 232074 70211 94908 27212423 16503595 10676247 10708828 4097729 4468212 549369 402665 17038084 17511879 779058 704198 10702 6053 11654171 11333959 55887 55887 17325 10900 12517143 12110997 X 1351683 1664576 3169258 3736306 4520941 5400882 17038084 17511879 709502 170439 0 X 0 1 X 1 0 X 2280701 665620 659620 2325309 1358020 7289270 9441888 9938675 10266242 10992221 12016134 52655160 11722589 10604295 10925862 13317530 13374154 59944430 0 0 0 59944430 62691 30805 23898 87301 121557 326252 62691 30805 23898 87301 121557 326252 306848 79195 52043 5049 60638 503773 12092128 10714295 11001803 13409880 13556349 60774455 0.98630 0.98600 0.00540 0.00610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 3271029 450000 428063 451816 3697276 994715 2001846 274468 3271029 1195720 -151094 49911 994715 1055918 700 155169 16067 1195720 1750806 69292 764180 1055918 1 0 341575 341575 20891800 12196425 8695375 4654104 3634263 1019841 1324944 672907 652037 10708828 DEPOSITS AND CREDITS 10900 10900 X 14257950 170439 170439 14087511 0 14087511 13378009 0 13378009 0 13378009 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, 2024 AND 2023, 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 2021 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 44040 44040 44040 44040 44040 1 SCHOLARSHIPS 7 14250 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. 0 0 0 0 0 0 0 0 0 HERSCHEL MURNER PRESIDENT/CEO 179767 0 0 0 0 0 0 0 0 0 179767 0 0 0 0 X 4 110925 PROPERTY TAX RECORDS 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE 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, DIRECTOR OF FINANCE 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