2019-04-15T06:57:10-05:00 2018-09-30 420714325 RSM US LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2017-10-01 560634527 THE UNITED METHODIST RETIREMENT HOMES INC UNIT 9193843000 2600 CROASDAILE FARM PKWY NO A-500 DURHAM NC 277053153 JONATHAN ERICKSON CORPORATE EXECUTIVE DIRECTOR 9193843000 2019-04-15 1 LAUREN POPE STALLS P01284666 3362724551 108.171.133.177 2019-04-15 06:56:56 CD P 763F0DF02406382D79F25ABB8F89AD852375BBAC 75C36B17B212965765F9B2A53872F996115D7FF8 2017 2019-02-21 02:37:17Z JONATHAN ERICKSON 2600 CROASDAILE FARM PKWY NO A-500 DURHAM NC 277053153 68466491 0 X WWW.UMRH.ORG X 1946 NC OWN AND OPERATE CONTINUING CARE RETIREMENT COMMUNITIES 19 19 1044 410 0 0 566115 863192 62373278 65068970 3223606 2068941 20975 32516 66183974 68033619 525979 565005 0 0 25219310 26972671 0 0 0 32684376 34913243 58429665 62450919 7754309 5582700 236220932 326855339 165652078 250470540 70568854 76384799 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 48500062 565005 65068970 OPERATE LIFE PLAN COMMUNITIES (CONTINUING CARE RETIREMENT COMMUNITIES) INCLUDING SKILLED NURSING FACILITIES. 48500062 1 1 0 0 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 1 0 0 0 1 1 1 0 0 0 1 130 0 1 1044 1 0 0 0 0 0 0 0 0 0 0 X 19 19 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 PKWY STE A-500 DURHAM NC 27705 ARTIE ROGERS CHAIR 1.00 1.00 X X 0 0 0 DEBORAH MONTAGUE 1ST VICE CHAIR 1.00 X X 0 0 0 JERRY GAMBILL SECRETARY 1.00 1.00 X X 0 0 0 LEE HARRISS TREASURER 1.00 1.00 X X 0 0 0 JOHN LINK TRUSTEE 1.00 1.00 X 0 0 0 BRUCE JOBE TRUSTEE 1.00 X 0 0 0 MICHAEL HARDIN TRUSTEE 1.00 1.00 X 0 0 0 JOHN GRISSOM TRUSTEE 1.00 1.00 X 0 0 0 CARL HARDY TRUSTEE 1.00 X 0 0 0 TOM STEELE TRUSTEE 1.00 1.00 X 0 0 0 ZOILA AIRALL TRUSTEE 1.00 X 0 0 0 KATHRYN BRADLEY TRUSTEE 1.00 X 0 0 0 PAUL LEE TRUSTEE 1.00 1.00 X 0 0 0 BARBARA PRAY EX-OFFICIO TRUSTEE 1.00 X 0 0 0 JERRY GREGORY EX-OFFICIO TRUSTEE 1.00 X 0 0 0 JAMES EBERT EX-OFFICIO TRUSTEE 1.00 X 0 0 0 SANDY SCARLETT EX-OFFICIO TRUSTEE 1.00 X 0 0 0 LINDA LINK EX-OFFICIO TRUSTEE 1.00 X 0 0 0 RICHARD EVANS EX-OFFICIO TRUSTEE 1.00 X 0 0 0 JONATHAN ERICKSON CORPORATE EXECUTIVE DIRECTOR 40.00 1.00 X 196477 0 55847 STACY DOBSON CHIEF FINANCIAL OFFICER 40.00 1.00 X 201023 0 72064 HOWARD DEWITT EXECUTIVE DIRECTOR CV 40.00 X 184329 0 9510 WADE ROZIER EXECUTIVE DIRECTOR WP 40.00 X 164198 0 30526 LAURIE STALLINGS EXECUTIVE DIRECTOR CG 40.00 X 197500 0 26623 HEATHER MARCH CAMPUS ADMINISTRATOR CV 40.00 X 164691 0 26795 SARAH EVERETTE DIRECTOR OF NURSING CV 40.00 X 131085 0 8049 LISA KISTLER MARKETING COUNSELOR CV 40.00 X 136046 0 11153 LISA SEALY CORPORATE HR/PR MANAGER 40.00 X 123422 0 67080 CAROL ROYCROFT MARKETING DIRECTOR 40.00 X 167006 0 10262 1665777 0 317909 11 0 1 0 FRANK BLUM CONSTRUCTION PO BOX 4153 WINSTONSALEM NC 27115 GENERAL CONTRACTOR 6205167 MORRISON MANAGEMENT SPECIALISTS 4721 MORRISON DRIVE STE 300 MOBILE AL 36625 DIETARY MANAGEMENT 2645104 LIFE CARE SERVICES LLC 400 LOCUST STREET SUITE 820 DES MOINES IA 50309 MANAGEMENT COMPANY 2023566 HERITAGE HEALTHCARE INC 536 OLD HOWELL ROAD GREENVILLE SC 29615 THERAPY PROVIDER 1309328 LCS DEVELOPMENT 400 LOCUST STREET SUITE 820 DES MOINES IA 50309 DEVELOPER 1100049 33 81840 781352 424416 863192 PATIENT SERVICES 623000 49157711 49157711 MEDICARE/MEDICAID PAYMENTS 623000 8433518 8433518 AMORT. OF ADVANCE FEES 623000 7477741 7477741 65068970 2395115 2395115 13540 0 13540 13540 13540 89088 17610 77347 355525 11741 -337915 -326174 -326174 MISC OPERATING REVENUE 623000 17563 17563 VENDING 623000 1413 1413 18976 68033619 65068970 0 2101457 565005 565005 1983690 1983690 19872134 18260059 1612075 249354 237154 12200 3259309 2861630 397679 1608184 1390173 218011 2069726 113299 1956427 186548 186548 100100 100100 168418 168418 1009958 566362 443596 353443 3529 349914 162970 162970 26443 12124 14319 2028031 1333025 695006 40539 23995 16544 105553 50633 54920 3447263 3358324 88939 9582398 6298510 3283888 675816 675816 LABOR--OUTSIDE CONTRACT 4367442 3978048 389394 SUPPLIES 4290847 4290847 ANCILLARY EXPENSES 3243752 3243752 EQUIPMENT RENTAL AND MA 1159761 1080069 79692 1894235 833524 1060711 62450919 48500062 13950857 0 3575 3225 14049906 68322080 5022867 6070773 2762091 2521774 126684 120403 689724 1009518 268115499 103977736 137847509 164137763 73842382 81482702 209484 213802 1666710 2973299 236220932 326855339 7033025 10637982 64171105 66949228 89166251 172581514 4886273 0 395424 301816 165652078 250470540 X 63644223 68385716 3664342 4613475 3260289 3385608 70568854 76384799 236220932 326855339 X 5582700 771439 -538194 X X 0 1 X 1 0 X 1533172 748540 1544052 566115 863192 5255071 58317877 60440461 61171464 62373278 65068970 307372050 59851049 61189001 62715516 62939393 65932162 312627121 0 0 0 312627121 1734543 2070386 1785488 2127411 2408655 10126483 1734543 2070386 1785488 2127411 2408655 10126483 -140990 43557 -131345 8363 18976 -201439 61444602 63302944 64369659 65075167 68359793 322552165 0.96920 0.97020 0.03140 0.03000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: VENDING CHARGES - 2013 AMOUNT: $ 3,158. 2014 AMOUNT: $ 2,712. 2015 AMOUNT: $ 2,705. 2016 AMOUNT: $ 1,887. 2017 AMOUNT: $ 1,413. MISCELLANEOUS - 2013 AMOUNT: $ -144,148. 2014 AMOUNT: $ 40,845. 2015 AMOUNT: $ -134,050. 2016 AMOUNT: $ 6,476. 2017 AMOUNT: $ 17,563. X 2 2.09 0 0 0 1 1 0.00 0 6161824 761588 621915 124568 308656 17457 7094646 5430033 403336 605249 129657 130267 16870 6161824 4214916 1333726 433794 170921 358273 23209 5430033 4329537 540955 -92926 14700 453162 94788 4214916 3760159 1424320 305800 19700 1031539 109503 4329537 0.38660 0.61340 0 1 1 6528046 6528046 189050474 83562495 105487979 16249639 11687975 4561664 56287340 8727266 47560074 164137763 FUNDS HELD FOR OTHERS 234068 DUE TO RELATED PARTY 67748 301816 X 67089383 771439 -1715675 -944236 68033619 0 68033619 61273438 0 61273438 1177481 1177481 62450919 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 AND 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 ACCOMPANYING 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, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENT 141,631. CHANGE IN VALUE OF PLEDGES 208,179. SPECIFIC INDIVIDUAL ASSISTANCE -551,455. BEAUTY AND BARBER EXPENSE -185,075. PATIENT SERVICE REVENUE DISCOUNTS -313,286. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 468,599. BAD DEBT EXPENSE -22,800. LOSS ON EARLY EXTINGUISHMENT OF DEBT -1,356,603. OPERATING LOSSES -104,865. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIFIC INDIVIDUAL ASSISTANCE 551,455. BEAUTY & BARBER EXPENSE 185,075. PATIENT SERVICE REVENUE DISCOUNTS 313,286. BAD DEBT EXPENSE 22,800. OPERATING LOSSES 104,865. 1 BENEVOLENT ASSISTANCE FOR RESIDENTS 26 551455 0 NURSING SCHOLARSHIPS 4 2550 0 STUDENT SCHOLARSHIPS 9 11000 0 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 HAS FOUR POST-SECONDARY EDUCATION SCHOLARSHIP PROGRAMS FOR EMPLOYEES OF UNITED METHODIST RETIREMENT HOMES 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 FOR CROASDAILE VILLAGE AND CYPRESS GLEN, AND THE VICE PRESIDENT OF THE UNITED METHODIST RETIREMENT HOMES FOUNDATION. 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 0 0 0 1 0 1 0 0 0 JONATHAN ERICKSON CORPORATE EXECUTIVE DIRECTOR 158348 0 35625 0 2504 0 26969 0 28878 0 252324 0 0 0 STACY DOBSON CHIEF FINANCIAL OFFICER 181569 0 19233 0 221 0 6884 0 65180 0 273087 0 0 0 HOWARD DEWITT EXECUTIVE DIRECTOR CV 164480 0 19010 0 839 0 8460 0 1050 0 193839 0 0 0 WADE ROZIER EXECUTIVE DIRECTOR WP 133147 0 29720 0 1331 0 6836 0 23690 0 194724 0 0 0 LAURIE STALLINGS EXECUTIVE DIRECTOR CG 175427 0 21756 0 317 0 10211 0 16412 0 224123 0 0 0 HEATHER MARCH CAMPUS ADMINISTRATOR CV 147771 0 16807 0 113 0 6514 0 20281 0 191486 0 0 0 LISA SEALY CORPORATE HR/PR MANAGER 114611 0 8445 0 366 0 6561 0 60519 0 190502 0 0 0 CAROL ROYCROFT MARKETING DIRECTOR 73758 0 92704 0 544 0 7588 0 2674 0 177268 0 0 0 PART I, LINE 5 EXECUTIVE DIRECTORS ARE PAID A BONUS IF THEIR COMMUNITY MEETS OR EXCEEDS THEIR BUDGETED REVENUES. 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, ACCOUNTS RECEIVABLE, RESIDENT SATISFACTION, AND EMPLOYEE TURNOVER TARGETS. PART I, LINE 6 EXECUTIVE DIRECTORS ARE PAID A BONUS IF THEIR COMMUNITY MEETS OR EXCEEDS THEIR BUDGETED NET OPERATING INCOME. 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, ACCOUNTS RECEIVABLE, RESIDENT SATISFACTION, AND EMPLOYEE TURNOVER TARGETS. THE CFO IS ALSO PAID A BONUS IF THE ENTIRE ORGANIZATION MEETS OR EXCEEDS ITS NET OPERATING INCOME. 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 65820YKB1 2013-04-11 8370000 REFUND SERIES 2004C BONDS 0 0 0 B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2014-09-01 12025000 REFUND SERIES 2005 AND 2004 0 0 0 C NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2015-10-01 16630000 REFUNDING 2005 BONDS 0 0 0 D NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65820YLQ7 2016-05-11 38610558 REFUND 2005A AND 2005C 0 0 0 A 8370000 226863 7971578 171559 2013 0 1 1 1 B 12025000 1310000 2014 1 0 1 1 C 16630000 200000 16430000 2015 1 0 1 1 D 38610558 710224 37900333 2016 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 0 0 0 0 1 B 1 1 1 BB&T 10.000000000000 0 0 0 0 1 C 1 0 1 BB&T 9.000000000000 0 0 0 0 1 D 1 0 0 0 0 1 A 1 B 1 C 1 D 0 A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65820YPB6 2017-12-06 7620092 REFUND 2014 BONDS 0 0 0 B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2017-12-06 31235000 CAPITAL EXPENDITURES 0 0 0 C NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65820YPB6 2017-12-06 71863600 CAPITAL AND REFUNDING 0 0 0 A 7620092 382255 131405 7106432 2017 1 0 1 1 B 31235000 1743116 268432 364062 28859390 2021 0 0 1 1 C 71863600 3603723 4570469 1238826 575938 45666076 16208568 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 A 1 0 0 0 0 1 B 1 1 0 0 0 1 C 1 0 0 0 0 1 A 1 B 1 C 1 X 9 424416 HI-LO AVERAGE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 3 THE COMPANY PAYS MANAGEMENT FEES TO LIFE CARE SERVICES LLC ("LCS") PURSUANT TO A CLIENT SERVICES 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. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND EXECUTIVE DIRECTOR REVIEW THE 990 RETURN. 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 CALLED "PERFORMANCE NOW" IS 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 XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT 141,631. CHANGE IN VALUE OF PLEDGES 208,179. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 468,599. LOSS ON EXTINGUISHMENT OF DEBT -1,356,603. 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 - 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 TRUSTEES FOR UNITED METHODIST RETIREMENT HOMES FOUNDATION, INC. AND PROVIDE 1 HOUR OF SERVICE PER WEEK: STACY DOBSON, MICHAEL HARDIN, ARTIE ROGERS, PAUL LEE, JERRY GAMBILL, LEE HARRISS, JOHN LINK, JOHN GRISSOM, AND TOM STEELE. 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 -167 86741 N/A 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 UMRH INC 1 UMRH AFFORDABLE HOUSING INC 2600 CROASDAILE FARM PARKWAY SUITE DURHAM NC 27705 010724816 OPERATE AFFORDABLE HOUSING NC N/A C 4611 53688 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC C 81840 CASH