Civic Intelligence

United Methodist Agency for the Retarded Western North Carolina Inc

990 • Fiscal year 2020 • EIN 56-1381671

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization ProfileWWW.UMARINFO.COM

View Organization Page

5350 77 Center Drive No 201Charlotte, NC 28217

(704) 875-1328

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.20x

Higher debt load relative to assets than 53% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.19x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

24th percentile

-6.7%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

45th percentile

4.4%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-0.3%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$7,965,797

Up $337,632 (+4.4%) from 2019

Net Assets

Down

$6,407,367

Down $570,331 (-8.2%) from 2019

Liabilities

Up

$1,558,430

Up $907,963 (+140%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin24th percentile

Revenue

Down

$8,035,307

Down $27,435 (-0.3%) from 2019

Expenses

Down

$8,570,707

Down $191,838 (-2.2%) from 2019

Net Income

Up

-$535,400

Up $164,403 (+23%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $6,826,822Liabilities 2010: $673,321Net Assets 2010: $6,153,5012010Assets 2011: $7,233,805Liabilities 2011: $1,026,329Net Assets 2011: $6,207,4762011Assets 2012: $7,932,025Liabilities 2012: $2,005,351Net Assets 2012: $5,926,6742012Assets 2013: $7,665,369Liabilities 2013: $697,801Net Assets 2013: $6,967,5682013Assets 2014: $7,509,525Liabilities 2014: $638,680Net Assets 2014: $6,870,8452014Assets 2015: $8,181,889Liabilities 2015: $602,497Net Assets 2015: $7,579,3922015Assets 2016: $8,365,678Liabilities 2016: $658,992Net Assets 2016: $7,706,6862016Assets 2017: $8,404,919Liabilities 2017: $590,457Net Assets 2017: $7,814,4622017Assets 2018: $8,202,123Liabilities 2018: $660,168Net Assets 2018: $7,541,9552018Assets 2019: $7,628,165Liabilities 2019: $650,467Net Assets 2019: $6,977,6982019Assets 2020: $7,965,797Liabilities 2020: $1,558,430Net Assets 2020: $6,407,3672020Assets 2021: $7,962,133Liabilities 2021: $549,345Net Assets 2021: $7,412,7882021Assets 2022: $6,101,661Liabilities 2022: $631,592Net Assets 2022: $5,470,0692022

Highlighted filing

2020

Assets$7,965,797
Liabilities$1,558,430
Net Assets$6,407,367
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $6,372,4142010Expenses 2011: $7,399,6642011Revenue 2012: $7,686,343Expenses 2012: $7,723,325Net Income 2012: -$36,9822012Expenses 2013: $7,520,4892013Revenue 2014: $7,957,194Expenses 2014: $8,139,482Net Income 2014: -$182,2882014Revenue 2015: $9,149,148Expenses 2015: $8,430,297Net Income 2015: $718,8512015Revenue 2016: $8,435,239Expenses 2016: $8,301,089Net Income 2016: $134,1502016Revenue 2017: $7,895,440Expenses 2017: $7,999,817Net Income 2017: -$104,3772017Revenue 2018: $7,908,836Expenses 2018: $8,299,584Net Income 2018: -$390,7482018Revenue 2019: $8,062,742Expenses 2019: $8,762,545Net Income 2019: -$699,8032019Revenue 2020: $8,035,307Expenses 2020: $8,570,707Net Income 2020: -$535,4002020Revenue 2021: $8,938,499Expenses 2021: $8,388,164Net Income 2021: $550,3352021Revenue 2022: $7,060,357Expenses 2022: $9,003,076Net Income 2022: -$1,942,7192022

Highlighted filing

2020

Revenue$8,035,307
Expenses$8,570,707
Net Income-$535,400
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.2
Gross Receipts
$8,685,290
Mission and Program Overview

Mission

Umar promotes community inclusion, independence and growth for adults with intellectual and developmental disabilities through residential, employment and cultural enrichment opportunities.

Promotes community inclusion, independence and growth for adults with intellectual- see schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,230,331$3,110,288▼ $120,043
Investments Other Securities$3,425,764$2,526,222▼ $899,542
Cash and Non-Interest-Bearing Accounts$245,185$1,615,391▲ $1,370,206
Accounts Receivable$454,174$500,597▲ $46,423
Savings and Temporary Cash Investments$87,857$75,723▼ $12,134
Pledges and Grants Receivable$123,555$69,336▼ $54,219
Prepaid Expenses and Deferred Charges$34,778$51,190▲ $16,412
Total Assets$7,628,165$7,965,797▲ $337,632
Other Assets Total$26,521$17,050▼ $9,471
Liabilities
Unsecured Notes Loans Payable$0$1,033,900▲ $1,033,900
Accounts Payable and Accrued Expenses$650,467$524,530▼ $125,937
Total Liabilities$650,467$1,558,430▲ $907,963
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,813,389$5,306,827▼ $506,562
Net Assets With Donor Restrictions$1,164,309$1,100,540▼ $63,769
Total Net Assets Fund Balance$6,977,698$6,407,367▼ $570,331
Total Liabilities and Net Assets / Fund Balance$7,628,165$7,965,797▲ $337,632

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,742,674$2,691,059$5,433,733
Equipment$33,860$672,589$706,449
Other Land Buildings$126,029$504,932$630,961
Land$207,725-$207,725
Other Securities$1,999,806--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$3,425,764-▲ $1,329$885,531$2,526,220
2018$3,341,087$250,000▲ $186,489$253$3,425,764
2017$3,472,846-▲ $144,459$283$3,341,087
2016$3,260,695-▲ $227,612$314$3,472,846
2015$3,262,723-▲ $26,517$319$3,260,695
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilyn GarnerPresident/CEOFT$115,056$9,581$124,637
Denise ShockleyChief Financial OfficerFT$76,576$8,619$85,195
John WeatherfordDirector of Human ResourceFT$70,294$7,458$77,752
Jonathan BriggsDirector of Residental & Day ProgramsFT$70,065$7,419$77,484
Ed ManerOutgoing Chief Development OfficerFT$59,888$6,704$66,592
Jason LambertChief Development OfficerFT$22,233$1,117$23,350

Board Members and Trustees

NameTitle
Parks HunterBoard Chair
Tom HollowellBoard Member/past Board Chair
Ed ImbrognoPast Board Chair
Gil MiddlebrooksPast Board Chair
Max DanielPast Board Chair
Morry JohnstonPast Board Chair
Billy MortonVice Chair
Donna FryeBoard Member
Leslie MarsicanoBoard Member
Mike BaileyBoard Member
Pat MirabelliBoard Member
Theresa HallBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,193,342
Program Service Revenue
$6,781,867
Investment Income
$20,989
Other Revenue
$39,109
All Other Contributions
$995,998
Change in Net Assets
$-535,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,150,478
Other Expenses$2,420,229
Total Fundraising Expense$474,021
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,604,401$628,404$225,195$4,458,000
Other Employee Benefits$668,661$142,148$41,331$852,140
Occupancy$338,247$293,587-$631,834
Current Officers, Directors, Trustees, and Key Employees$191,956$189,048$101,818$482,822
Payroll Taxes$289,911$49,183$18,422$357,516
Depreciation Depletion$259,965$5,371-$265,336
Fees for Services Other$42,132$139,666$7,484$189,282
Office Expenses$108,511$42,645$1,263$152,419
All Other Expenses$64,384$46,509$26,220$137,113
Travel$128,621$6,425$1,991$137,037
Insurance$79,778$12,500-$92,278
Other Expenses$75,452$0$0$75,452
Fees for Services Accounting$7,997$26,508$1,420$35,925
Advertising--$35,564$35,564
Conferences and Meetings$1,029$3,803$13,123$17,955
Fees for Services Legal$959$3,179$170$4,308
Total Functional Expenses$6,467,196$1,629,490$474,021$8,570,707
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,418
Fundraising Direct Expenses$31,575
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charlotte Friends of Umar Luncheon$148,239-$1,414-
Golf Tournament$48,918$40,418$1,808$38,610
Total Events$237,762$40,418$31,575$8,843
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Billy morton is the son in law of max daniel.”

Form 990, Part VI, Section B, Line 11B

“An independent cpa firm prepares the form 990. The chief financial officer then reviews the return before filing. The reviewed 990 is provided to all board member after filing.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request at the office.”

Filing and Contact Details

Filer

Filer Name
Umar Services Inc
EIN
56-1381671
Phone
7048751328
Address
5350 77 CENTER DRIVE NO 201, CHARLOTTE, NC 28217

Signing Officer

Name
Denise Shockley
Title
Chief Financial Officer
Phone
7048751328
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Shockley
Formed
1983
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
302
Volunteers
120

Preparer

Firm
Greerwalker Llp
Address
227 WEST TRADE ST SUITE 1100, CHARLOTTE, NC 28202
Preparer
Paula P Tilley
Phone
7043770239
Supplemental Narrative

Additional Explanations

FORM 990, PART, I, LINE 1:

“Umar promotes community inclusion, independence and growth for adults with intellectual and developmental disabilities through residential, employment and cultural enrichment opportunities.”

Form 990, Part XII, Line 2C

“The process has not changed from the previous year.”

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment funds are intended to be used for capital improvements and general day to day operations of the organizations facilities.”

PART X, LINE 2:

“Umar and the community homes are tax-exempt organizations under section 501(c)(3) of the internal revenue code and, therefore, no provision for income taxes has been made in the accompanying combined financial statements. The organization records liabilities for income tax positions taken or expected to be taken when those positions are deemed uncertain to be upheld in an examination by taxing authorities. No liabilities for uncertain income tax positions were recorded as of june 30, 2020 and 2019.”

Raw XML AppendixShowing 400 of 833 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0RESIDENTIAL SERVICES: UMAR HAS 21 GROUP HOMES, 9 SUPPORTED APARTMENTS, AND 1 INDEPENDENT LIVING HOME IN 13 CITIES THROUGHOUT WESTERN NC. RESIDENTIAL SERVICES ACCOUNT FOR 136 OF THE 371 ADULTS AND THEIR FAMILIES SERVED BY UMAR. UMAR GROUP HOMES OPERATE 24/7 AND PROVIDE DAILY ASSISTANCE AND/OR SUPERVISION WITH BASIC NEEDS OF FOOD, DRESSING, HYGIENE, TAKING MEDICATION, TRANSPORTATION AND SOMETIMES EVEN WALKING WHILE KEEPING THE HEALTH, SAFETY, AND WELL-BEING OF RESIDENTS THE TOP PRIORITY. RESIDENTIAL SERVICES PROMOTE RECREATIONAL AND LEISURE ACTIVITIES; SOCIAL SKILLS DEVELOPMENT; FAITH COMMUNITY INVOLVEMENT; AND VOLUNTEERISM.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER/PAST BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PAST BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PAST BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PAST BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF RESIDENTAL & DAY PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt15OUTGOING CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF HUMAN RESOURCE
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF DEVELOPMENT OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0197344
IRS990/FundraisingDirectExpensesAmt031575
IRS990/FundraisingGrossIncomeAmt040418
IRS990/GainOrLossGrp/SecuritiesAmt0-25813
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0592595
IRS990/GrossReceiptsAmt08685290
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt012500
IRS990/InsuranceGrp/ProgramServicesAmt079778
IRS990/InsuranceGrp/TotalAmt092278
IRS990/InvestmentExpenseAmt0-15342
IRS990/InvestmentIncomeGrp/ExclusionAmt046802
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046802
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03425764
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02526222
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03868580
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03230331
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03110288
IRS990/LandBldgEquipCostOrOtherBssAmt06978868
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0618408
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06977698
IRS990/NetAssetsOrFundBalancesEOYAmt06407367
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-25813
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-25813
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08843
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08843
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-19587
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05813389
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05306827
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0293587
IRS990/OccupancyGrp/ProgramServicesAmt0338247
IRS990/OccupancyGrp/TotalAmt0631834
IRS990/OfficeExpensesGrp/FundraisingAmt01263
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt042645
IRS990/OfficeExpensesGrp/ProgramServicesAmt0108511
IRS990/OfficeExpensesGrp/TotalAmt0152419
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt026521
IRS990/OtherAssetsTotalGrp/EOYAmt017050
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt041331
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0142148
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0668661
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0852140
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2AUTO LEASES & EXPENSES
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt220
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0465
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1692
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt239357
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0230087
IRS990/OtherExpensesGrp/ProgramServicesAmt1226108
IRS990/OtherExpensesGrp/ProgramServicesAmt2148997
IRS990/OtherExpensesGrp/ProgramServicesAmt375452
IRS990/OtherExpensesGrp/TotalAmt0230552
IRS990/OtherExpensesGrp/TotalAmt1226800
IRS990/OtherExpensesGrp/TotalAmt2188374
IRS990/OtherExpensesGrp/TotalAmt375452
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt030266
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030266
IRS990/OtherRevenueTotalAmt030266
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0225195
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0628404
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03604401
IRS990/OtherSalariesAndWagesGrp/TotalAmt04458000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt018422
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt049183
IRS990/PayrollTaxesGrp/ProgramServicesAmt0289911
IRS990/PayrollTaxesGrp/TotalAmt0357516
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0123555
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt069336
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034778
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt051190
IRS990/PrincipalOfficerNm0DENISE SHOCKLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0GROUP HOME OPERATIONS
IRS990/ProgramServiceRevenueGrp/Desc1DAY PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05495456
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11286411
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05495456
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11286411
IRS990/ProgSrvcAccomActy2Grp/Desc0DAY PROGRAM SERVICES: UMAR'S 3 DAY PROGRAMS ARE COMMUNITY-BASED ARTS CENTERS LOCATED IN CHARLOTTE, LINCOLNTON, AND REIDSVILLE. AN ALTERNATIVE TO UMAR'S VOCATIONAL SERVICES THAT HELPED 72 ADULTS WITH IDD FIND AND MAINTAIN EMPLOYMENT, UMAR'S ART CENTERS HELPED 127 PEOPLE CREATE ART TO SELL FOR ADDITIONAL INCOME. THE REIDSVILLE CENTER MAINTAINS A MOBILE WORK CREW EMPLOYED TO DO JANITORIAL AND LAWN CARE WORK. WITH A DESIRE TO DIVERSIFY SERVICES AND PROVIDE SUPPORT TO NON-UMAR RESIDENTS TOO, UMAR'S NEW ADDITION OF COMMUNITY SERVICES ASSISTED 36 ADULTS IN THEIR COMMUNITY AND IS GROWING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01713970
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01286411
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01312199
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt024129
IRS990/PYOtherExpensesAmt02682184
IRS990/PYOtherRevenueAmt0-21228
IRS990/PYProgramServiceRevenueAmt06747642
IRS990/PYRevenuesLessExpensesAmt0-699803
IRS990/PYSalariesCompEmpBnftPaidAmt06080361
IRS990/PYTotalExpensesAmt08762545
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08062742
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-535400
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05495456
IRS990/SavingsAndTempCashInvstGrp/BOYAmt087857
IRS990/SavingsAndTempCashInvstGrp/EOYAmt075723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01193342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01312199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01039276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0930004
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01205441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05680262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt020515
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04827
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt096273
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt034515596
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt030266

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,965,797
Liabilities
$1,558,430
Net assets
$6,407,367
Revenue
$8,035,307
Expenses
$8,570,707
Net income
-$535,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$0.63$5.47$7.06$9.00$1.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.96$0.55$7.41$8.94$8.39$0.55
2020Detailed filing. Detailed filing data is available for this year.$7.97$1.56$6.41$8.04$8.57$0.54
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.63$0.65$6.98$8.06$8.76$0.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$0.66$7.54$7.91$8.30$0.39
2017Summary only. Only limited summary data is available for this year.$8.40$0.59$7.81$7.90$8.00$0.10
2016Detailed filing. Detailed filing data is available for this year.$8.37$0.66$7.71$8.44$8.30$0.13
2015Detailed filing. Detailed filing data is available for this year.$8.18$0.60$7.58$9.15$8.43$0.72
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.64$6.87$7.96$8.14$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.67$0.70$6.97$7.52
2012Summary only. Only limited summary data is available for this year.$7.93$2.01$5.93$7.69$7.72$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$1.03$6.21$7.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.83$0.67$6.15$6.37