THE METHODIST OAKS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE METHODIST OAKS (EIN 57-0342656)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-03-01
- IRS object ID
- 201420609349300702
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-01T09:19:16-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570306533 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DERRICK STUBBS & STITH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 HAMPTON STREET 1ST FLOOR | AddressLine1 |
| City | COLUMBIA | City |
| State | SC | State |
| ZIP Code | 29201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570342656 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE METHODIST OAKS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | METH | NameControl |
| Phone | 8035341212 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 327 | AddressLine1 |
| City | ORANGEBURG | City |
| State | SC | State |
| ZIP Code | 29116 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES MCGEE | Name |
| Title | CEO | Title |
| Phone | 8035341212 | Phone |
| Date Signed | 2014-02-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN F GRIMSLEY CPA | Name |
| PTIN | P00557082 | PTIN |
| Phone | 8037995810 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES MCGEE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 327 | AddressLine1 |
| City | ORANGEBURG | City |
| State | SC | State |
| ZIP Code | 29115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22833661 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | MEDICAL CARE AND FACILITIES FOR AGED PERSONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 496 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 387864 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1390581 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19920762 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21083774 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 98380 | InvestmentIncomePriorYear |
| Investment Income Current Year | 148429 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 222665 | OtherRevenuePriorYear |
| Other Revenue Current Year | 209547 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20629671 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22832331 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7776011 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10503009 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 110391 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12037989 | OtherExpensePriorYear |
| Other Expenses Current Year | 12509590 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19814000 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23012599 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 815671 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -180268 | RevenuesLessExpensesCY |
| Total Assets BOY | 23471808 | TotalAssetsBOY |
| Total Assets EOY | 23905073 | TotalAssetsEOY |
| Total Liabilities BOY | 11604293 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12148468 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11867515 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11756605 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE SUPERIOR CONTINUING CARE RETIREMENT LIVING AND A WORKING ENVIRONMENT THAT NOURISHES THE HUMAN SPIRIT AND PRESERVES PERSONAL DIGNITY BY ADDRESSING THE WHOLE PERSON IN AN ATMOSPHERE WHICH WITNESSES CHRISTIAN VALUES AND LOVE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6420509 | Expense |
| Revenue | 7335352 | Revenue |
| Description | PACE | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14384568 | Expense |
| Revenue | 13956639 | Revenue |
| Description | RESIDENTIAL SERVICES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 20805077 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 111 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 496 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACQUE CURTIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8035341212 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 327 | AddressLine1 |
| City | ORANGEBURG | City |
| State | SC | State |
| ZIP Code | 29115 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| JAMES MCGEE | |||||||
| CEO | 40.00 | X | X | 128276 | 0 | 0 | |
| REVSANDRA KING | |||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| REV LEATHA BROWN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRS JUNE H BUNCH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REVRON A PETTIT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV ALFONZA JONES SR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REVGEORGE FMANIGO JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REVCHARLIE THOMAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MR CHAD KEEFER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV BARBARA LREID | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV ANNIE SISTRUNK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRSROSA WKENNERLY-DANCE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MR J PINCKNEY KELLETT IV | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRWENDELL OBROWN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRMOSS HPERROW | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV KENNETH L NELSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRDWIGHT STEWART | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MR HARVEY WILLIAMSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRBAILEY CAMPBELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BISHOP JONATHAN HOLSTON | |||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| MR MATTHEW YAUN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV DR FREDERICK YEBUAH ORANGEBURG | |||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| DRFRANKIE FMILLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRS MARY REESE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MR WILLIAM BERT BRANNON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROGER S EWING | |||||||
| COO | 40.00 | 150774 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 279050 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE HEALTHCARE | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 536 OLD HOWELL ROAD | AddressLine1 |
| City | GREENVILLE | City |
| State | SC | State |
| ZIP Code | 29615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PHYSICAL, OCCUPATIONAL AND SPEECH THERAP | DescriptionOfServices |
| Compensation | 738945 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 1390581 | AllOtherContributions |
| Total Contributions | 1390581 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET PATIENT REVENUE | 623000 | 20619124 | 20619124 |
| USE OF QUARTERS | 623000 | 355011 | 355011 |
| MEALS | 623000 | 109639 | 109639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21083774 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 149759 | TotalRevenueColumn |
| Exclusion | $149,759 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1330 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -1330 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1330 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1330 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 623990 | BusinessCode |
| Total Revenue Column | 209547 | TotalRevenueColumn |
| Related Or Exempt Function Income | 209547 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 209547 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22832331 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21291991 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $149,759 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279050 | Total |
| Program Services | 279050 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8509915 | Total |
| Program Services | 7463737 | ProgramServices |
| Management And General | 956016 | ManagementAndGeneral |
| Fundraising | 90162 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1170356 | Total |
| Program Services | 1170356 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543688 | Total |
| Program Services | 543688 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18915 | Total |
| Management And General | 18915 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171484 | Total |
| Program Services | 166792 | ProgramServices |
| Fundraising | 4692 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115237 | Total |
| Management And General | 115237 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1830023 | Total |
| Program Services | 1830023 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112891 | Total |
| Management And General | 106207 | ManagementAndGeneral |
| Fundraising | 6684 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15300 | Total |
| Management And General | 15300 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701827 | Total |
| Program Services | 701827 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1247095 | Total |
| Program Services | 1247095 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293966 | Total |
| Program Services | 293966 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PURCHASED SERVICES | 3974105 | 3767982 | 205503 | 620 |
| SUPPLIES | 2123300 | 1906376 | 211254 | 5670 |
| FOOD | 675701 | 675701 | ||
| BAD DEBT EXPENSE | 290352 | 290352 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 939394 | Total |
| Program Services | 758484 | ProgramServices |
| Management And General | 178347 | ManagementAndGeneral |
| Fundraising | 2563 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23012599 | Total |
| Program Services | 20805077 | ProgramServices |
| Management And General | 2097131 | ManagementAndGeneral |
| Fundraising | 110391 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2726 | BOY |
| EOY | 2121462 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1490568 | BOY |
| EOY | 324132 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45250 | BOY |
| EOY | 24049 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1281187 | BOY |
| EOY | 1455088 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145056 | BOY |
| EOY | 116973 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305452 | BOY |
| EOY | 261981 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 42700145 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26083141 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17585858 | BOY |
| EOY | 16617004 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2592313 | BOY |
| EOY | 2817482 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 145655 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23398 | BOY |
| EOY | 21247 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23471808 | BOY |
| EOY | 23905073 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1965156 | BOY |
| EOY | 2264908 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3727799 | BOY |
| EOY | 3498504 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 810887 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5100451 | BOY |
| EOY | 6385056 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11604293 | BOY |
| EOY | 12148468 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9710919 | BOY |
| EOY | 9664851 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1328300 | BOY |
| EOY | 1263458 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 828296 | BOY |
| EOY | 828296 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11867515 | BOY |
| EOY | 11756605 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23471808 | BOY |
| EOY | 23905073 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -180268 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 69358 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 788943 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 460290 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 424283 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 387864 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1390581 | CurrentTaxYear |
| Total | 3451961 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15334009 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17665169 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19059084 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20143427 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21291991 | CurrentTaxYear |
| Total | 93493680 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16122952 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18125459 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19483367 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20531291 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22682572 | CurrentTaxYear |
| Total | 96945641 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 96945641 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20223 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 197243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 98380 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149759 | CurrentTaxYear |
| Total | 539723 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20223 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 197243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 98380 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149759 | CurrentTaxYear |
| Total | 539723 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16143175 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18322702 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19557485 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20629671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22832331 | CurrentTaxYear |
| Total | 97485364 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99450 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99480 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00550 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00520 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE METHODIST OAKS CHANGED ITS REASON FOR PUBLIC CHARITY FROM LINE 11 TO LINE 9 AS THE METHODIST OAKS DERIVES ITS SUPPORT MAINLY FROM ACTIVITIES WHICH SUPPORT EXEMPT ORGANIZATIONS. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2567638 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 215844 | InvestmentEarningsOrLosses |
| Other Expenditures | 0 | OtherExpenditures |
| End Of Year Balance | 2783482 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2296254 | BeginningOfYearBalance |
| Contributions | 100 | Contributions |
| Investment Earnings Or Losses | 320581 | InvestmentEarningsOrLosses |
| Other Expenditures | 49297 | OtherExpenditures |
| End Of Year Balance | 2567638 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2493857 | BeginningOfYearBalance |
| Contributions | 468 | Contributions |
| Investment Earnings Or Losses | -49881 | InvestmentEarningsOrLosses |
| Other Expenditures | 148190 | OtherExpenditures |
| End Of Year Balance | 2296254 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2424319 | BeginningOfYearBalance |
| Contributions | 390 | Contributions |
| Investment Earnings Or Losses | 190904 | InvestmentEarningsOrLosses |
| Other Expenditures | 121756 | OtherExpenditures |
| End Of Year Balance | 2493857 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2369813 | BeginningOfYearBalance |
| Contributions | 200 | Contributions |
| Investment Earnings Or Losses | 54306 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2424319 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.60000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.36000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 965998 | OtherCostOrOtherBasis |
| Book Value | 965998 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33958094 | OtherCostOrOtherBasis |
| Depreciation | 19355168 | Depreciation |
| Book Value | 14602926 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2685645 | OtherCostOrOtherBasis |
| Depreciation | 2135081 | Depreciation |
| Book Value | 550564 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4430717 | OtherCostOrOtherBasis |
| Depreciation | 4013616 | Depreciation |
| Book Value | 417101 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 659691 | OtherCostOrOtherBasis |
| Depreciation | 579276 | Depreciation |
| Book Value | 80415 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16617004 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CERTIFICATES OF DEPOSIT | 206720 | F |
| COMMON STOCKS | 1399784 | F |
| CORPORATE BONDS | 190109 | F |
| MONEY FUNDS | 36184 | F |
| MUTUAL FUNDS | 927482 | F |
| U.S. GOVERNMENT BONDS | 57203 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2817482 | TotalOfBookValueSecurities |
| Tot Revenue Etc Audited Fincl Stmt | 22808435 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 69357 | NetUnrealizedGainsInvestments |
| Other Revenues | -93253 | OtherRevenues |
| Revenue Not Rptd F990 | -23896 | RevenueNotRptdF990 |
| Revenue Subtotal | 22832331 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22832331 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22722247 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22722247 | ExpensesSubtotal |
| Other Expenses Not Included | 290352 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 290352 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23012599 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTION 197,099. BAD DEBT EXPENSE -290,352. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 290,352. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROGER S EWING | NamePerson |
| Title | COO | Title |
| Base Compensation Filing Org | 150774 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 150774 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 135068 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED AND SIGNED BY THE CEO. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS OR COMMITTEE MEMBERS SHALL ANNUALLY COMPLETE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE METHODIST OAKS RELIES ON STATE AND NATIONAL ASSOCIATION COMPENSATION REPORTS IN THE SETTING OF THE SALARY OF THE CEO AND KEY EMPLOYEES. THE BOARD OF THE METHODIST OAKS IS INFORMED OF THE SALARY LEVEL. THE HUMAN RESOURCES DEPARTMENT OF THE METHODIST OAKS RESEARCHES A JOB DESCRIPTION THAT MOST ACCURATELY DESCRIBES THE DUTIES OF THE KEY EMPLOYEE AND RESEARCHES STATE AND NATIONAL ASSOCIATION COMPENSATION SURVEY TO ADVISE THE CEO OF APPROPRIATE PAY RANGES. THE CEO IS RESPONSIBLE FOR THE FINAL ESTABLISHMENT OF THE SALARY. SALARIES OF ALL EMPLOYEES ARE AVAILABLE TO THE BOARD OF TRUSTEES OF THE METHODIST OAKS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEFFFIELD MEDICAL LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 METHODIST OAKS DRIVE | AddressLine1 |
| City | ORANGEBURG | City |
| State | SC | State |
| ZIP Code | 29115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570342656 | EIN |
| Primary Activities | OWN, MORTGAGE, AND LEASE REAL PROPERTY FOR THE CARE OF SENIOR CITIZENS | PrimaryActivities |
| Legal Domicile State | SC | LegalDomicileState |
| EOY Assets | 6115376 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE METHODIST OAKS | BusinessNameLine1 |