2014-03-01T09:19:16-06:00 2013-09-30 570306533 DERRICK STUBBS & STITH LLP 508 HAMPTON STREET 1ST FLOOR COLUMBIA SC 29201 990 2012-10-01 570342656 THE METHODIST OAKS METH 8035341212 P O BOX 327 ORANGEBURG SC 29116 JAMES MCGEE 8035341212 2014-02-25 1 ALAN F GRIMSLEY CPA P00557082 8037995810 2012 2015-11-30 17:44:51Z JAMES MCGEE PO BOX 327 ORANGEBURG SC 29115 22833661 0 X N/A X 1956 SC MEDICAL CARE AND FACILITIES FOR AGED PERSONS. 21 20 496 0 0 0 387864 1390581 19920762 21083774 98380 148429 222665 209547 20629671 22832331 0 0 0 0 7776011 10503009 0 0 110391 12037989 12509590 19814000 23012599 815671 -180268 23471808 23905073 11604293 12148468 11867515 11756605 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. 0 0 6420509 7335352 PACE 14384568 13956639 RESIDENTIAL SERVICES 20805077 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 111 0 1 496 1 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 SC X JACQUE CURTIN 8035341212 PO BOX 327 ORANGEBURG SC 29115 JAMES MCGEE 40.00 X X 128276 0 0 REVSANDRA KING 1.00 X 0 0 0 REV LEATHA BROWN 1.00 X 0 0 0 MRS JUNE H BUNCH 1.00 X 0 0 0 REVRON A PETTIT 1.00 X 0 0 0 REV ALFONZA JONES SR 1.00 X 0 0 0 REVGEORGE FMANIGO JR 1.00 X 0 0 0 REVCHARLIE THOMAS 1.00 X 0 0 0 MR CHAD KEEFER 1.00 X 0 0 0 REV BARBARA LREID 1.00 X 0 0 0 REV ANNIE SISTRUNK 1.00 X 0 0 0 MRSROSA WKENNERLY-DANCE 1.00 X 0 0 0 MR J PINCKNEY KELLETT IV 1.00 X 0 0 0 MRWENDELL OBROWN 1.00 X 0 0 0 MRMOSS HPERROW 1.00 X 0 0 0 REV KENNETH L NELSON 1.00 X 0 0 0 MRDWIGHT STEWART 1.00 X 0 0 0 MR HARVEY WILLIAMSON 1.00 X 0 0 0 MRBAILEY CAMPBELL 1.00 X 0 0 0 BISHOP JONATHAN HOLSTON 1.00 X 0 0 0 MR MATTHEW YAUN 1.00 X 0 0 0 REV DR FREDERICK YEBUAH ORANGEBURG 1.00 X 0 0 0 DRFRANKIE FMILLER 1.00 X 0 0 0 MRS MARY REESE 1.00 X 0 0 0 MR WILLIAM BERT BRANNON 1.00 X 0 0 0 ROGER S EWING 40.00 X 150774 0 0 279050 0 0 2 0 1 0 HERITAGE HEALTHCARE 536 OLD HOWELL ROAD GREENVILLE SC 29615 PHYSICAL, OCCUPATIONAL AND SPEECH THERAP 738945 1 1390581 1390581 NET PATIENT REVENUE 623000 20619124 20619124 USE OF QUARTERS 623000 355011 355011 MEALS 623000 109639 109639 21083774 149759 149759 1330 -1330 -1330 -1330 OTHER REVENUE 623990 209547 209547 209547 22832331 21291991 0 149759 279050 279050 8509915 7463737 956016 90162 1170356 1170356 543688 543688 18915 18915 171484 166792 4692 115237 115237 1830023 1830023 112891 106207 6684 15300 15300 701827 701827 1247095 1247095 293966 293966 PURCHASED SERVICES 3974105 3767982 205503 620 SUPPLIES 2123300 1906376 211254 5670 FOOD 675701 675701 BAD DEBT EXPENSE 290352 290352 939394 758484 178347 2563 23012599 20805077 2097131 110391 2726 2121462 1490568 324132 45250 24049 1281187 1455088 145056 116973 305452 261981 42700145 26083141 17585858 16617004 2592313 2817482 145655 23398 21247 23471808 23905073 1965156 2264908 3727799 3498504 810887 0 5100451 6385056 11604293 12148468 X 9710919 9664851 1328300 1263458 828296 828296 11867515 11756605 23471808 23905073 -180268 69358 0 X 0 1 X 1 0 X 788943 460290 424283 387864 1390581 3451961 15334009 17665169 19059084 20143427 21291991 93493680 16122952 18125459 19483367 20531291 22682572 96945641 0 0 0 96945641 20223 197243 74118 98380 149759 539723 20223 197243 74118 98380 149759 539723 16143175 18322702 19557485 20629671 22832331 97485364 0.99450 0.99480 0.00550 0.00520 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2567638 0 215844 0 2783482 2296254 100 320581 49297 2567638 2493857 468 -49881 148190 2296254 2424319 390 190904 121756 2493857 2369813 200 54306 2424319 0.60000 0.36000 0.04000 0 0 965998 965998 33958094 19355168 14602926 2685645 2135081 550564 4430717 4013616 417101 659691 579276 80415 16617004 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 2817482 22808435 69357 -93253 -23896 22832331 0 22832331 22722247 0 22722247 290352 290352 23012599 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. X 0 0 0 0 0 0 0 0 0 ROGER S EWING 150774 0 0 0 0 0 0 0 0 0 150774 0 135068 0 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. SHEFFFIELD MEDICAL LLC 1000 METHODIST OAKS DRIVE ORANGEBURG SC 29115 570342656 OWN, MORTGAGE, AND LEASE REAL PROPERTY FOR THE CARE OF SENIOR CITIZENS SC 6115376 THE METHODIST OAKS