THE METHODIST OAKS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE METHODIST OAKS (EIN 57-0342656)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-05-02
- IRS object ID
- 201241239349300539
- Schema version
- 2010v3.4
- 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 | 2012-05-02T14:23:43-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-10-01 | 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 | 2012-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN F GRIMSLEY CPA | Name |
| Phone | 8037995810 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 19557485 | 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 | 468 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 460290 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 424283 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17296102 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18703890 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 197243 | InvestmentIncomePriorYear |
| Investment Income Current Year | 74118 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 369067 | OtherRevenuePriorYear |
| Other Revenue Current Year | 355194 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18322702 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19557485 | 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 | 7190948 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7675903 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11855694 | OtherExpensePriorYear |
| Other Expenses Current Year | 11798314 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19046642 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19474217 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -723940 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 83268 | RevenuesLessExpensesCY |
| Total Assets BOY | 24421930 | TotalAssetsBOY |
| Total Assets EOY | 23594165 | TotalAssetsEOY |
| Total Liabilities BOY | 13575647 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12778028 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10846283 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10816137 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| 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 | 5318867 | Expense |
| Revenue | 0 | Revenue |
| Description | NURSING SERVICES | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1541768 | Expense |
| Description | DIETARY | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 174244 | Expense |
| Description | LAUNDRY | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | DescriptionDescription | RevenueRevenue |
|---|---|---|
| 502562 | HOUSEKEEPING | |
| 10170645 | OTHER PROGRAM SERVICES | 19059084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 10673207 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 19059084 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 17708086 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | 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 | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 73 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 468 | 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 | MCCARTHY BOYD | 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 (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES MCGEE | |||||||
| CEO | 40.00 | X | X | 124972 | 0 | 0 | |
| MRHERB BRADLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRWENDELL OBROWN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRWILLIAM KBRUMBACH JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRALVIS JBYNUM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRBAILEY CAMPBELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REVBOYD CHEWNING | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRDAVID LCOLEMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRANDY COX | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REVRON A PETTIT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REVMARY GREEN KEARSE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRSROSA WKENNERLY-DANCE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REVGEORGE FMANIGO JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DRFRANKIE FMILLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRALBERT MOSES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRMOSS HPERROW | |||||||
| 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 | ||
| DRJOHN CSMILEY JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRDWIGHT STEWART | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REVCHARLIE THOMAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BISHOP MARY VIRGINIA TAYLOR | |||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| REVSANDRA KING | |||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| REV JOHN HIPP | |||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| ROGER S EWING | |||||||
| COO | 40.00 | 133000 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 257972 | 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 | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ORANGE CUT-RATE DRUG STORE | |||||
| 1144 RUSSELL STREET | ORANGEBURG | SC | 29115 | DRUGS/PHARMACIST | 802458 |
| FUNCTIONAL PATHWAYS | |||||
| 317 EBENEZER RD STE 7 | KNOXILLE | TN | 27923 | PHYSICAL, OCCUPATIONAL, & SPEECH THERAPI | 766144 |
| US FOOD SERVICES | |||||
| PO BOX 668347 | CHARLOTTE | NC | 28266 | FOOD SUPPLIES | 686896 |
| HEALTHCARE SERVICES GROUP | |||||
| 3220 TILLMAN DRIVE SUITE 300 | BENSALEM | PA | 19020 | HOUSKEEPING/LAUNDRY/DIETARY SERVICES | 308795 |
| NORTH ORANGEBURG DIALYSIS | |||||
| PO BOX 402946 | ATLANTA | GA | 30384 | DIALYSIS SERVICE | 122097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 424283 | AllOtherContributions |
| Total Contributions | 424283 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET PATIENT REVENUE | 623000 | 18268260 | 18268260 |
| USE OF QUARTERS | 623000 | 299444 | 299444 |
| MEALS | 623000 | 125186 | 125186 |
| APPLICATION FEES | 623000 | 11000 | 11000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18703890 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 74118 | TotalRevenueColumn |
| Exclusion | $74,118 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 623990 | BusinessCode |
| Total Revenue Column | 355194 | TotalRevenueColumn |
| Related Or Exempt Function Income | 355194 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 355194 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19557485 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19059084 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $74,118 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133000 | Total |
| Program Services | 117971 | ProgramServices |
| Management And General | 15029 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5682627 | Total |
| Program Services | 5135911 | ProgramServices |
| Management And General | 546716 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65918 | Total |
| Program Services | 65918 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1122846 | Total |
| Program Services | 1122846 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 671512 | Total |
| Program Services | 671512 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15264 | Total |
| Management And General | 15264 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35601 | Total |
| Management And General | 35601 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5928 | Total |
| Management And General | 5928 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2300 | Total |
| Management And General | 2300 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108620 | Total |
| Program Services | 68481 | ProgramServices |
| Management And General | 40139 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95280 | Total |
| Program Services | 5671 | ProgramServices |
| Management And General | 89609 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1190280 | Total |
| Program Services | 1190280 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37133 | Total |
| Program Services | 14032 | ProgramServices |
| Management And General | 23101 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47794 | Total |
| Program Services | 2308 | ProgramServices |
| Management And General | 45486 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 470671 | Total |
| Management And General | 470671 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1377052 | Total |
| Program Services | 1377052 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186118 | Total |
| Management And General | 186118 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASED SERVICES | 3925311 | 3925311 | |
| SUPPLIES | 1421666 | 1389576 | 32090 |
| PACE EXPENSES | 1116886 | 1116886 | |
| FOOD | 634709 | 634709 | |
| EQUIPMENT RENTAL | 498829 | 495049 | 3780 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628872 | Total |
| Program Services | 374573 | ProgramServices |
| Management And General | 254299 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19474217 | Total |
| Program Services | 17708086 | ProgramServices |
| Management And General | 1766131 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5254 | BOY |
| EOY | 5252 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 716268 | BOY |
| EOY | 1125794 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 266811 | BOY |
| EOY | 252944 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 993377 | BOY |
| EOY | 1134636 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92042 | BOY |
| EOY | 93954 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290479 | BOY |
| EOY | 244714 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 41986485 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23588830 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19519902 | BOY |
| EOY | 18397655 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2518234 | BOY |
| EOY | 2317735 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19563 | BOY |
| EOY | 21481 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24421930 | BOY |
| EOY | 23594165 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2842944 | BOY |
| EOY | 2870283 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4173093 | BOY |
| EOY | 3698392 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1281724 | BOY |
| EOY | 1054226 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5277886 | BOY |
| EOY | 5155127 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13575647 | BOY |
| EOY | 12778028 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8748227 | BOY |
| EOY | 8769149 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1269760 | BOY |
| EOY | 1218692 | 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 | 10846283 | BOY |
| EOY | 10816137 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24421930 | BOY |
| EOY | 23594165 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 83268 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -113414 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHURCHES OF THE SC METHODIST CONFERENCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570327882 | EIN |
| Type Of Organization | 5 | TypeOfOrganization |
| Listed In Governing Doc | 0 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $262,213 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 262213 | SumOfAmounts |
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 | 2493857 | BeginningOfYearBalance |
| Contributions | 468 | Contributions |
| Investment Earnings Or Losses | -49881 | InvestmentEarningsOrLosses |
| Other Expenditures | 148190 | OtherExpenditures |
| End Of Year Balance | 2296254 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 33614683 | OtherCostOrOtherBasis |
| Depreciation | 17485021 | Depreciation |
| Book Value | 16129662 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2553457 | OtherCostOrOtherBasis |
| Depreciation | 1970197 | Depreciation |
| Book Value | 583260 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4143947 | OtherCostOrOtherBasis |
| Depreciation | 3670515 | Depreciation |
| Book Value | 473432 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 708400 | OtherCostOrOtherBasis |
| Depreciation | 463097 | Depreciation |
| Book Value | 245303 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18397655 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CERTIFICATES OF DEPOSIT | 515817 | F |
| COMMON STOCKS | 274379 | F |
| CORPORATE BONDS | 187485 | F |
| MONEY FUNDS | 57343 | F |
| MUTUAL FUNDS | 1223611 | C |
| U.S. GOVERNMENT BONDS | 59100 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2317735 | TotalOfBookValueSecurities |
| Total Revenue | 19557485 | TotalRevenue |
| Total Expenses | 19474217 | TotalExpenses |
| Excess Or Deficit For Year | 83268 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -113414 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -113414 | TotalAdjustments |
| Excess Or Deficit Per FS | -30146 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19502923 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 89813 | OtherRevenues |
| Revenue Not Rptd F990 | 89813 | RevenueNotRptdF990 |
| Revenue Subtotal | 19413110 | RevenueSubtotal |
| Other Revenues Not Included | 144375 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 144375 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19557485 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19474217 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19474217 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19474217 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTION 89,813. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TEMP RESTRICTED INCOME 144,375. |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EJBOB AYERS | NamePerson |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $1,500,000 | OriginalPrincipalAmount |
| Balance Due | 1054226 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1054226 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED AND SIGNED BY THE EXECUTIVE DIRECTOR. | |
| ALL OFFICERS, DIRECTORS OR COMMITTEE MEMBERS SHALL ANNUALLY COMPLETE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| 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 MOSTLY 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 ESTABLISHING OF THE SALARY. SALARIES OF ALL EMPLOYEES ARE AVAILABLE TO THE BOARD OF TRUSTEES OF THE METHODIST OAKS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -113,414. | FORM 990, PART XI, LINE 5: |