2017-04-25T10:29:44-05:00 2016-12-31 420732909 RYUN GIVENS & COMPANY PLC 2900 100TH STREET SUITE 301 URBANDALE IA 50322 990 2016-01-01 420713662 THE UNITED PRESBYTERIAN HOME OF WASHINGTON IOWA UNIT 3196535473 1203 EAST WASHINGTON STREET WASHINGTON IA 523532198 MICHAEL D MOORE CEO 3196535473 2017-04-18 1 CURTIS E BRAND CPA P00299230 5152253141 209.23.131.178 2017-04-18 16:32:56 CD P A7D5E25DAEC07BF928152232DF11EC837B19E891 447C953DEADAD02B727528E2E4DFCA7E23319A02 2016 2021-01-29 14:40:06Z MICHAEL D MOORE 1203 EAST WASHINGTON STREET WASHINGTON IA 523532198 7824918 0 X UPHOME.ORG X 1947 IA THE MISSION OF UNITED PRESBYTERIAN HOME, GUIDED BY CHRISTIAN COMPASSION, CONCERN AND STEWARDSHIP, IS TO PROVIDE SENIORS WITH QUALITY SERVICES, CARE AND HOUSING. 12 12 126 90 21472 6234 54306 1335208 6161441 6469280 37053 20430 0 0 6252800 7824918 0 0 0 0 3945166 3965398 0 35800 35800 2809882 2841530 6755048 6842728 -502248 982190 11567371 13959011 8759663 10148941 2807708 3810070 THE MISSION OF UNITED PRESBYTERIAN HOME, GUIDED BY CHRISTIAN COMPASSION, CONCERN AND STEWARDSHIP, IS TO PROVIDE SENIORS WITH QUALITY SERVICES, CARE AND HOUSING. 0 0 6051243 6165945 HOLISTIC APPROACH TO LONG-TERM CARE FOR THE ELDERLY TO MAINTAININDIVIDUAL AT HIGHEST PRACTICAL LEVEL OF FUNCTIONING. 6051243 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 126 1 1 1 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 MICHAEL D MOORE 3196535473 1203 EAST WASHINGTON STREET WASHINGTON IA 523532198 JAMES E LLOYD PRESIDENT 2.00 X X 0 0 0 JIM CUDDEBACK TREASURER 2.00 X X 0 0 0 DAVID MAUPIN DIRECTOR 2.00 X 0 0 0 REV FORREST KRUMMEL DIRECTOR 2.00 X 0 0 0 JOHN C THORNE DIRECTOR 2.00 X 0 0 0 JOHN H STALEY DIRECTOR 2.00 X 0 0 0 JOANN TORPEY DIRECTOR 2.00 X 0 0 0 RICHARD K SCHMIDT DIRECTOR 2.00 X 0 0 0 BILL STEWART DIRECTOR 2.00 X 0 0 0 LONNIE LITCHFIELD DIRECTOR 2.00 X 0 0 0 NANCY ROSS DIRECTOR 2.00 X 0 0 0 DOUG RUPPERT DIRECTOR 2.00 X 0 0 0 ERIN DRAHOTA COO/ADMINISTRATOR 42.00 X 63072 0 24000 MICHAEL D MOORE CEO 45.00 X 146975 0 11217 210047 0 35217 1 0 1 0 CARL A NELSON & COMPANY 1815 DES MOINES AVENUE BURLINGTON IA 52601 CONSTRUCTION MGR 1386240 MORRISON MANAGEMENT SPECIALIST 5801 PEACHTREE DUNWOODY RD ATLANTA GA 30342 FOOD MANAGEMENT CONTRACTOR 986175 AEGIS THERAPIES INC 7160 DALLAS PARKWAY STE 400 PLANO TX 75024 THERAPY CONTRACTOR 246906 HORTY ELVING & ASSOCIATES 505 EAST GRANT STREET MINNEAPOLIS MN 55404 ARCHITECTURAL 143713 4 1335208 1335208 RESIDENT SERVICES 623000 4087061 4087061 MEDICAID/MEDICARE PAYM 623000 2078884 2078884 MEALS 623000 176968 21472 155496 DAY CARE 623000 126367 126367 6469280 20430 20430 7824918 6165945 21472 302293 225635 225635 3241802 3065246 176556 76729 39423 37306 221015 221015 200217 171328 28889 36260 36260 66195 66195 35800 35800 21188 21188 19913 19913 31169 3489 27680 890417 836512 53905 10850 10850 94885 92599 2286 717960 717960 5125 5125 CONTRACT SERVICES 331094 331094 FOOD AND SUPPLEMENTS 310538 310538 SUPPLIES AND EQUIPMENT 250336 165054 85282 MISCELLANEOUS 55600 55600 6842728 6051243 755685 35800 31525 285604 51577 96489 785215 268651 319539 28008 23922 678 1086 25560102 15954440 10066054 9605662 528655 561087 592223 2280407 11567371 13959011 527378 2356553 4440779 4273593 3338268 3180235 167215 59603 286023 278957 8759663 10148941 X 1779462 1999425 446456 1228855 581790 581790 2807708 3810070 11567371 13959011 982190 20172 0 X 0 1 X 1 0 X 1868173 45067 66900 54306 1335208 3369654 5640884 5694846 5878748 5906037 6165945 29286460 211721 205329 213453 255404 281863 1167770 7720778 5945242 6159101 6215747 7783016 33823884 56425 37909 109156 79782 84289 367561 0 56425 37909 109156 79782 84289 367561 33456323 22590 50152 58326 37053 20430 188551 22590 50152 58326 37053 20430 188551 7743368 5995394 6217427 6252800 7803446 34012435 0.98360 0.98370 0.00550 0.00590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 581790 0 581790 581790 581790 581790 581790 581790 581790 575819 6389 418 581790 1.00000 1 0 116913 116913 23579246 14539314 9039932 1863943 1415126 448817 9605662 DEFERRED BOND COSTS 48374 ENDOWMENTS RECEIVABLE 150061 CONTRIBUTION RECEIVABLE FROM REMAIN 443693 CONSTRUCTION IN PROGRESS 1638279 2280407 REFUNDABLE ENDOWMENTS LIABILITY 221093 RESIDENT LOANS PAYABLE 57864 278957 X 7875090 20172 30000 50172 7824918 0 7824918 6872728 30000 30000 6842728 0 6842728 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED FOR BENEVOLENT AND CHARITABLE CARE FOR RESIDENTS, EMPLOYEE RECOGNITION AND EDUCATION, AND OPERATIONS. PART X, LINE 2: THE UNITED PRESBYTERIAN HOME OF WASHINGTON, IOWA IS EXEMPT UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES IS PRESENTED IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING "ACCOUNTING FOR UNCERTAIN TAX POSITIONS." THIS STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOW. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS RECLASSIFIED TO EXPENSES 30,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS RECLASSIFIED FROM REVENUES 30,000. X X X 1 AHNEMANN ASSOCIATES 6505 ALLISON AVENUE WINDSOR HEIGHTS IA 50324 FEASIBILITY STUDY/CAMPAIGN COORDINATION 0 0 0 35800 35800 0 0 0 0 0 0 0 0 0 MICHAEL D MOORE CEO 140233 0 0 0 6742 0 0 0 11217 0 158192 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE POLICY OF THE BOARD OF DIRECTORS IS TO PRESENT THE FORM 990 TO THE FULL BOARD OF DIRECTORS INCLUDING SIGNIFICANT SCHEDULES. EACH MEMBER OF THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE FORM 990 PRIOR TO SUBMISSION OF THE FORM TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO READ AND UNDERSTAND THE CONFLICTS OF INTEREST POLICY, AND ALL BOARD MEMBERS ARE REQUIRED, ON AN ANNUAL BASIS, TO COMPLETE AND SIGN AN ANNUAL STATEMENT OF COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 WHEN HIRING THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES, AND THEREAFTER ON AN ANNUAL BASIS, THE BOARD WILL PERFORM A THOROUGH REVIEW TO DETERMINE SUITABLE COMPENSATION. THE PROCESS INCLUDES A REVIEW OF COMPARABILITY DATA BY THE BOARD OF DIRECTORS OR AN INDEPENDENT COMPENSATION CONSULTANT. EACH YEAR THE BOARD WILL REVIEW THE COST OF LIVING INDEX, LEADINGAGE IOWA WAGE AND BENEFITS SURVEY, YEARS OF SERVICE AND THE LEADINGAGE NATIONAL WAGE AND BENEFIT SURVEY. THE BOARD WILL RETAIN DOCUMENTATION OF THE DELIBERATION AND FINAL DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS OFFICE IN WASHINGTON, IOWA.