2025-08-15T16:02:26-05:00 2024-09-30 420714325 RSM US LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2023-10-01 560634527 THE UNITED METHODIST RETIREMENT HOMES INC UNIT 9193843000 2600 CROASDAILE FARM PARKWAY A-500 DURHAM NC 27705 JONATHAN ERICKSON CORPORATE EXECUTIVE DIRECTOR 9193843000 2025-08-15 1 1 LAUREN STALLS P01284666 3362724551 2025-08-15 2023 2025-03-06 01:10:19Z JONATHAN ERICKSON 2600 CROASDAILE FARM PARKWAY A-500 DURHAM NC 27705 102221021 0 X WWW.UMRH.ORG X 1946 NC OWN AND OPERATE CONTINUING CARE RETIREMENT COMMUNITIES 16 16 1025 277 0 0 785222 951120 87169596 94798416 6831874 3305943 226830 96773 95013522 99152252 493662 487632 0 0 36111972 40165291 0 0 249150 50799683 54322894 87405317 94975817 7608205 4176435 375932806 476315793 264129441 346692445 111803365 129623348 THE MISSION OF THE UNITED METHODIST RETIREMENT HOMES, INC., A FAITH BASED NON-PROFIT LIFE PLAN ORGANIZATION, IS TO PROVIDE A LIFESTYLE OF WELLNESS AND OVERALL ENRICHMENT, WITH ACCESS TO LONG-TERM CARE FOR A DIVERSE POPULATION OF SENIOR ADULTS. 0 0 83222950 487632 94869536 OPERATE LIFE PLAN COMMUNITIES (CONTINUING CARE RETIREMENT COMMUNITIES) INCLUDING SKILLED NURSING FACILITIES. 83222950 1 1 0 1 0 0 1 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 1 129 0 1 1025 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NC X STACY DOBSON 9193843000 2600 CROASDAILE FARM PARKWAY A-500 DURHAM NC 27705 X W LEE HARRISS CHAIR 0.50 0.50 X X 0 0 0 SUSAN EZEKIEL VICE CHAIR 0.50 0.50 X X 0 0 0 NANCY VAN ANTWERP SECRETARY 0.50 0.50 X X 0 0 0 MACK PARKER TREASURER 0.50 0.50 X X 0 0 0 CARL HARDY TRUSTEE 0.50 X 0 0 0 GRAY SOUTHERN TRUSTEE 0.50 0.50 X 0 0 0 CHARLES MERCER TRUSTEE 0.50 0.50 X 0 0 0 KENNETH STEINWEG TRUSTEE 0.50 X 0 0 0 ROBERT BRAWLEY EX-OFFICIO TRUSTEE 0.50 X 0 0 0 PHYLLIS PATE EX-OFFICIO TRUSTEE 0.50 X 0 0 0 ROBERT CLINKSCALES EX-OFFICIO TRUSTEE 0.50 X 0 0 0 NINA VINSON EX-OFFICIO TRUSTEE 0.50 X 0 0 0 PAUL LEE TRUSTEE 0.50 0.50 X 0 0 0 SHERYL TAYLOR TRUSTEE 0.50 X 0 0 0 JAMES MARTIN TRUSTEE 0.50 0.50 X 0 0 0 RUTH LITTLE TRUSTEE 0.50 X 0 0 0 JONATHAN ERICKSON CORPORATE EXECUTIVE DIRECTOR 40.00 1.00 X 0 0 0 STACY DOBSON CHIEF FINANCIAL OFFICER 40.00 1.00 X 341780 0 28807 HEATHER MARCH EXECUTIVE DIRECTOR (CV) 40.00 X 246850 0 25099 LAURIE STALLINGS EXECUTIVE DIRECTOR (CG) 40.00 X 347091 0 20057 AMY SHOOTER EXECUTIVE DIRECTOR (WP) 40.00 X 158880 0 40586 KEVIN LEMAIRE CORPORATE IT SYSTEMS ADMINISTRATOR 40.00 X 178468 0 17016 DANIELLE BROWN MARKETING DIRECTOR (CV) 40.00 X 227580 0 11041 REBECCA MARION CAMPUS ADMINISTRATOR (CV) 40.00 X 170865 0 28819 CATHERINE SHANDS LICENSED PRACTICAL NURSE 40.00 X 183913 0 5605 MICHELLE DAVID REGISTERED NURSE 40.00 X 174456 0 12468 2029883 0 189498 41 0 1 0 FRANK BLUM CONSTRUCTION PO BOX 4153 WINSTONSALEM NC 27115 GENERAL CONTRACTOR 8368921 MORRISON MANAGEMENT SPECIALISTS 4721 MORRISON DRIVE SUITE 300 MOBILE AL 36625 DIETARY MANAGEMENT 5337900 LIFE CARE SERVICES LLC 400 LOCUST STREET SUITE 820 DES MOINES IA 50309 MANAGEMENT COMPANY 2951220 BERCON CONTRACTING 5242 N ROXBORO ROAD SUITE F DURHAM NC 27712 GENERAL CONTRACTOR 2039278 HEALTHPRO HERITAGE PO BOX 69268 BALTIMORE MD 21264 THERAPY PROVIDER 1832192 42 55266 895854 13208 951120 PATIENT SERVICES 623000 72446805 72446805 AMORT. OF ADVANCE FEES 623000 11421393 11421393 MEDICARE/MEDICAID PAYMENTS 623000 10930218 10930218 94798416 5278565 5278565 56592 30939 25653 25653 25653 406217 658991 359039 2678791 47178 -2019800 -1972622 -1972622 MISC OPERATING REVENUE 623000 67924 67924 RECOVERY OF BAD DEBT 623000 3000 3000 VENDING 623000 196 196 71120 99152252 94869536 0 3331596 487632 487632 1225527 1225527 31243141 27765641 3298778 178722 468602 392205 72302 4095 4834330 4039438 773178 21714 2393691 2079794 300564 13333 3294617 1637659 1656958 223429 223429 134985 134985 208670 208670 7895546 7356689 538857 408612 1080 407532 180518 179276 1242 886702 224714 661988 2743498 2724361 19137 76066 34638 37115 4313 140720 71091 69629 5192394 5192341 53 15730142 15568991 161151 1155105 1026530 128575 SUPPLIES 6724063 6724063 ANCILLARY EXPENSES 3612457 3612457 EQUIPMENT RENTAL & MAIN 2754686 2604964 136418 13304 CONSTRUCTION RELATED MA 390113 390113 2570571 1678662 879482 12427 94975817 83222950 11503717 249150 2960 2960 25374809 97008037 10003141 12030531 3823351 4185514 231303 195250 1293484 1560515 404457306 174596174 222348613 229861132 98365310 122086278 14489835 9385576 375932806 476315793 8492117 13911833 95310583 111167988 160240169 221515738 86572 96886 264129441 346692445 X 99334876 114592712 12468489 15030636 111803365 129623348 375932806 476315793 X 4176435 18060055 -4416507 X X 0 1 X 1 1 1 X 2270917 2167472 3389324 785222 951120 9564055 74356535 76370967 81714722 87169596 94798416 414410236 76627452 78538439 85104046 87954818 95749536 423974291 0 0 0 423974291 3059368 3583491 4106207 4661994 5335157 20746217 3059368 3583491 4106207 4661994 5335157 20746217 66723 25952 92726 188029 71120 444550 79753543 82147882 89302979 92804841 101155813 445165058 0.95240 0.95320 0.04660 0.04590 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: VENDING CHARGES - 2021 AMOUNT: $ 39. 2022 AMOUNT: $ 155. 2023 AMOUNT: $ 196. MISCELLANEOUS - 2019 AMOUNT: $ 66,723. 2020 AMOUNT: $ 25,952. 2021 AMOUNT: $ 92,687. 2022 AMOUNT: $ 187,874. 2023 AMOUNT: $ 70,924. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 986 986 0 PART II-B, LINE 1: UMRH FACILITIES PAY ANNUAL DUES TO LEADINGAGE NORTH CAROLINA. THE LEADINGAGE NATIONAL LOBBYING PERCENTAGE FOR 2023 WAS 1.52%. THE LEADINGAGE NORTH CAROLINA LOBBYING PERCENTAGE FOR 2023 WAS 4.0%. X 5 2.84 0 0 0 1 0 0.00 0 11694540 682638 2416404 56223 677539 25846 14033974 10518976 701646 1072938 74525 501061 23434 11694540 10054376 2836953 -1675866 285580 388598 22309 10518976 8107679 955213 1614919 100060 498410 24965 10054376 7857293 1449745 677288 106183 1576443 194021 8107679 0.00000 0.30300 0.69700 0 1 1 7098450 7098450 323644230 134023595 189620635 26144034 20023338 6120696 47570592 20549241 27021351 229861132 FUNDS HELD FOR OTHERS 92581 DUE TO RELATED PARTY 4305 96886 X 113604380 18060055 -5627727 12432328 101172052 -2019800 -2019800 99152252 95784204 2019800 2019800 93764404 1211413 1211413 94975817 PART II, LINE 3: IN THE 1990'S, CYPRESS GLEN RETIREMENT COMMUNITY GRANTED AN EASEMENT TO THE CITY OF GREENVILLE FOR THE SOUTH TAR RIVER GREENWAY PROJECT. THE PROJECT CROSSES THE CYPRESS GLEN PROPERTY NEAR THE TAR RIVER. IN 2009, THE CITY BEGAN WORK ON THE PORTION OF THE GREENWAY BEHIND CYPRESS GLEN. THE CITY OF GREENVILLE WAS REQUIRED BY THE NC DIVISION OF WATER QUALITY TO AVOID SOME ENVIRONMENTALLY PROTECTED AREAS NEAR THE TAR RIVER IN THE CONSTRUCTION OF THE GREENWAY PROJECT. TO ACCOMPLISH THE REQUIREMENT, THE CITY ASKED THAT CYPRESS GLEN INCREASE THE EASEMENT IN A SPECIFIC AREA THAT IS 40 FEET WIDE AND 365 FEET LONG. THE EASEMENT WAS GRANTED BY THE BOARD CHAIRMAN IN NOVEMBER OF 2010. THE NC DEPARTMENT OF TRANSPORTATION WIDENED HILLANDALE ROAD ADJACENT TO CROASDAILE VILLAGE IN 2012. IN LATE 2009, PREPARATORY TO THE PROJECT, THE DOT INFORMED UMRH THAT A "RIGHT OF WAY" ACQUISITION WAS REQUIRED TO DEVELOP A DRAINAGE FEATURE FOR THE WIDENING PROJECT. THE ACQUISITION ENTAILED THE PURCHASE OF A 0.876-ACRE EASEMENT ADJACENT TO HILLANDALE ROAD AND THE PURCHASE OF 0.12 ACRES AS A PERMANENT RIGHT-OF-WAY. THE SUMMARY STATEMENT WAS FINALIZED ON JANUARY 11, 2010. PART II, LINE 9: THE ORGANIZATION DOES NOT REPORT CONSERVATION EASEMENTS IN ITS REVENUE AND EXPENSE STATEMENTS OR BALANCE SHEETS. PART V, LINE 4: AS DICTATED BY THE DONOR, EARNINGS ON THE ENDOWMENT FUNDS WILL SUPPORT BENEVOLENT NEEDS AT THE COMMUNITY AND EMPLOYEE SCHOLARSHIPS. PART X, LINE 2: THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE COMPANY HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENT 226,208. CHANGE IN VALUE OF PLEDGES -28,846. SPECIFIC INDIVIDUAL ASSISTANCE -468,982. BEAUTY AND BARBER EXPENSE 60,032. PATIENT SERVICE REVENUE DISCOUNTS -448,202. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -4,613,676. CONSTRUCTION RELATED MARKETING EXPENSE -390,113. NONOPERATING LOSSES 35,852. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS -2,019,800. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 2,019,800. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIFIC INDIVIDUAL ASSISTANCE 468,982. BEAUTY & BARBER EXPENSE -60,032. PATIENT SERVICE REVENUE DISCOUNTS 448,202. CONSTRUCTION RELATED MARKETING EXPENSE 390,113. NONOPERATING LOSSES -35,852. 1 0 0 NURSING SCHOLARSHIPS 6 4650 0 CASH VALUE N/A STUDENT SCHOLARSHIPS 14 14000 0 CASH VALUE N/A BENEVOLENT ASSISTANCE FOR RESIDENTS 12 468982 0 VALUE OF SERVICES RENDERED N/A PART I, LINE 2: UPON REVIEW OF EACH RESIDENT'S INDIVIDUAL FINANCIAL SITUATION, THE COMPANY MAY PERMIT THE RESIDENT TO REMAIN AT THE FACILITY FOR A LESSER FEE BASED ON THE RESIDENT'S ABILITY TO PAY BUT ONLY AFTER MEETING ALL OF THE SPEND-DOWN PROVISIONS OF ELIGIBILITY FOR THE MEDICAID PROGRAM AND ANY PUBLIC ASSISTANCE FUNDS. THE UNITED METHODIST RETIREMENT HOMES, INC. HAS POST-SECONDARY EDUCATION SCHOLARSHIP PROGRAMS FOR EMPLOYEES OF THE UNITED METHODIST RETIREMENT HOMES, INC. AND ITS CONTRACTORS. THE SCHOLARSHIPS ARE FUNDED BY DONORS AND ARE AWARDED ANNUALLY. SCHOLARSHIP RECIPIENTS ARE NOMINATED BY THEIR MANAGEMENT AND ARE SELECTED BY A THREE-MEMBER COMMITTEE COMPRISING THE MANAGER OF THE SCHOLARSHIP APPLICANTS, THE DIRECTORS OF HUMAN RESOURCES, AND THE DIRECTOR OF DEVELOPMENT. THE COMMITTEE MAKES SELECTIONS OF SCHOLARSHIP RECIPIENTS BASED ON THE POLICY FOR DONOR-DIRECTED SCHOLARSHIP FUNDS, AND ON THE DONOR'S CRITERIA FOR AWARDING THE SCHOLARSHIP. X X X X X 0 0 0 1 0 1 0 0 0 STACY DOBSON CHIEF FINANCIAL OFFICER 297548 0 43680 0 552 0 11545 0 17262 0 370587 0 0 0 LAURIE STALLINGS EXECUTIVE DIRECTOR (CG) 295014 0 51045 0 1032 0 12472 0 7585 0 367148 0 0 0 HEATHER MARCH EXECUTIVE DIRECTOR (CV) 223947 0 22562 0 341 0 4812 0 20287 0 271949 0 0 0 DANIELLE BROWN MARKETING DIRECTOR (CV) 72103 0 155450 0 27 0 6331 0 4710 0 238621 0 0 0 REBECCA MARION CAMPUS ADMINISTRATOR (CV) 149820 0 20939 0 106 0 6994 0 21825 0 199684 0 0 0 AMY SHOOTER EXECUTIVE DIRECTOR (WP) 134349 0 24375 0 156 0 6541 0 34045 0 199466 0 0 0 KEVIN LEMAIRE CORPORATE IT SYSTEMS ADMINISTRATOR 161948 0 15446 0 1074 0 6389 0 10627 0 195484 0 0 0 CATHERINE SHANDS LICENSED PRACTICAL NURSE 168366 0 15250 0 297 0 2642 0 2963 0 189518 0 0 0 MICHELLE DAVID REGISTERED NURSE 161791 0 12550 0 115 0 5488 0 6980 0 186924 0 0 0 PART I, LINE 5 EXECUTIVE DIRECTORS HAVE AN ESTABLISHED BONUS PLAN THAT IS BASED ON SEVERAL FACTORS SUCH AS NET OPERATING INCOME TO BUDGET, REVENUE TO BUDGET, OCCUPANCY TO BUDGET, WORKER SAFETY, STANDARD OF CARE, AND ACCOUNTS RECEIVABLE TARGETS. PART I, LINE 6 THE CFO HAS AN ESTABLISHED BONUS PLAN THAT IS BASED ON SEVERAL FACTORS SUCH AS RECONCILIATION, NET OPERATING INCOME TO BUDGET, OPERATING STATEMENT COMPLETION, AUDIT, BUDGET DEVELOPMENT, FINANCIAL FORECAST COMPLETION TARGETS, AND ACCOUNTS RECEIVABLE TARGETS. A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2014-09-01 12025000 REFUND SERIES 2005 AND 2004 0 0 0 B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2015-10-01 16630000 REFUNDING 2005 BONDS 0 0 0 C NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65820YLQ7 2016-05-11 38610558 REFUND 2005A AND 2005C 0 0 0 D NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 74444VBV1 2021-12-01 55100228 REFUND 2017B1, 2016A; FUND CONSTRUCTION OF INDEPENDENT LIVING APARTMENTS 0 0 0 A 12025000 1310000 2014 1 0 1 1 B 16630000 200000 16430000 2015 1 0 1 1 C 38610558 710224 37900333 2016 1 0 1 1 D 55100225 1779693 836198 29969464 30805662 2021 1 0 1 1 A 0 0 1 1 0 0 0 1 B 0 0 1 1 0 0 0 1 C 0 0 1 1 0 0 0 1 D 0 0 1 1 0 0 0 1 A 1 1 1 TRUIST 10.000000000000 0 0 0 0 1 B 1 0 1 TRUIST 9.000000000000 0 0 0 0 1 C 1 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 0 D 1 A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65820YSY3 2024-03-05 68186170 FUND CONSTRUCTION OF INDEPENDENT LIVING APARTMENTS, UPGRADE INFRASTRUCTURE 0 0 0 A 68186170 3039426 1363720 63783024 0 0 0 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 X 1 8100 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REFLECTS THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 3 THE COMPANY PAYS MANAGEMENT FEES TO LIFE CARE SERVICES LLC ("LCS") PURSUANT TO A MANAGEMENT AGREEMENT. UNDER THIS AGREEMENT, LCS IS TO: (I) PROVIDE A QUALIFIED CORPORATE EXECUTIVE DIRECTOR, WHO IS AN EMPLOYEE OF LCS; AND (II) PERFORM GENERAL, FINANCIAL, PERSONNEL, FACILITY AND OTHER MANAGEMENT SERVICES NECESSARY FOR OPERATION OF UMRH'S CORPORATE OFFICE AND THE OPERATION AND MARKETING OF THE COMMUNITIES. THE CORPORATE EXECUTIVE DIRECTOR'S REPORTABLE COMPENSATION FOR 2023 WAS $304,384. OTHER 2023 COMPENSATION INCLUDED $108,989 DEFERRED COMPENSATION AND $28,619 NONTAXABLE BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND CORPORATE EXECUTIVE DIRECTOR REVIEW THE 990 RETURN. A COPY OF THE 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE UMRH, INC. BOARD FILLS OUT THE CONFLICT OF INTEREST POLICY FORM EACH SEPTEMBER NOTING ANY CONTINUED CONFLICTS OF INTEREST. NEW BOARD MEMBERS ARE ORIENTED TO THE POLICY AND SIGN THE FORM UPON BECOMING MEMBERS. EACH BOARD MEMBER IS REQUIRED TO DISCLOSE ANY CONFLICTS TO THE CHAIRMAN PRIOR TO A VOTE BEING TAKEN. THE MEMBER MUST ABSTAIN FROM VOTING. THE CONFLICT OF INTEREST POLICY IS ALSO REVIEWED FOR THE EMPLOYEES AT ORIENTATION AND AT ANNUAL REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION ROUTINELY CONSULTS THE SERVICES OF AN OUTSIDE AGENCY TO EVALUATE THE ORGANIZATION'S WAGE SCALES AND PAY GRADES. THE RESULTING WAGE SCALE AND THE EMPLOYEE'S PERFORMANCE AND ACCOMPLISHMENTS ARE CONSIDERED IN THE ANNUAL REVIEW PROCESS. IN SOME INSTANCES, A SOFTWARE PROGRAM MAY BE USED TO SIMPLIFY THE COMMUNICATION OF THE REVIEW AND ITS RESULTS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VII, SECTION A: JONATHAN ERICKSON, CORPORATE EXECUTIVE DIRECTOR, IS COMPENSATED BY LIFE CARE SERVICES LLC ("LCS") PURSUANT TO ITS MANAGEMENT AGREEMENT WITH UMRH, INC. LCS IS AN UNRELATED ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT -4,613,676. CHANGE IN VALUE OF PLEDGES -28,846. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 226,208. CHANGE IN NET ASSETS OF DISREGARDED ENTITY -193. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR. FORM 990, PART VII, SECTION A: HOURS TO RELATED ORGANIZATION: JONATHAN ERICKSON, STACY DOBSON - 1 HOUR PER WEEK TO UNITED METHODIST RETIREMENT HOMES FOUNDATION, INC. AS A MEMBER OF THE BOARD OF TRUSTEES. THE FOLLOWING MEMBERS OF THE BOARD OF TRUSTEES ARE ALSO MEMBERS OF THE BOARD OF DIRECTORS FOR UNITED METHODIST RETIREMENT HOMES FOUNDATION, INC. AND PROVIDE 0.5 HOUR OF SERVICE PER WEEK: SUSAN EZEKIEL, W. LEE HARRISS, NANCY VAN ANTWERP, PAUL LEE, GRAY SOUTHERN, JAMES MARTIN, MACK PARKER, AND CHARLES MERCER. FORM 990, PART VII, SECTION A, COLUMN F THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN COLUMN F, PART VII AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. UMRH AFFORDABLE HOUSING DEVELOPMENT LLC 2600 CROASDAILE FARM PKWY STE A-500 DURHAM NC 277053153 043701058 DEVELOP AFFORDABLE HOUSING NC 9 86264 UNITED METHODIST RETIREMENT HOMES INC THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC 2600 CROASDAILE FARM PARKWAY SUITE DURHAM NC 27705 561870172 CONTRIBUTE FUNDS TO UMRH, INC. NC 501(C)(3) LINE 12A, I UNITED METHODIST RETIREMENT HOMES INC 1 UMRH AFFORDABLE HOUSING INC 2600 CROASDAILE FARM PARKWAY SUITE DURHAM NC 27705 010724816 OPERATE AFFORDABLE HOUSING NC UMRH INC C 5895 124996 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 0 UNITED METHODIST RETIREMENT HOMES FOUNDATION C 55266 CASH