2015-09-24T08:35:31-05:00 2015-05-31 540565834 MITCHELL WIGGINS & COMPANY LLP 1802 BAYBERRY COURT SUITE 300 RICHMOND VA 23226 990 2014-06-01 540720603 VIRGINIA UNITED METHODIST HOMES INC VIRG 8044748700 5101 COX ROAD SUITE 225 GLEN ALLEN VA 23060 CHRISTOPHER P HENDERSON PRESIDENT/CEO 8044748700 2015-09-16 1 DAVID E WILL CPA P00074591 8042826000 2014 2016-02-25 16:41:14Z X CHRISTOPHER P HENDERSON 5101 COX ROAD SUITE 225 GLEN ALLEN VA 23060 83179755 0 X WWW.VUMH.ORG X 1945 VA TO PROVIDE FACILITIES, SERVICES AND PROGRAMS TO ENHANCE THE QUALITY OF LIFE FOR OLDER PERSONS. 9 8 1002 452 0 0 2990217 3396783 52662869 54114096 2509878 2967386 0 0 58162964 60478265 0 0 0 0 30473106 31406548 0 0 82979 22101615 23173930 52574721 54580478 5588243 5897787 158843003 165839493 106395533 106131652 52447470 59707841 X THE MISSION OF VIRGINIA UNITED METHODIST HOMES, INC. (VUMH) IS TO PROVIDE FACILITIES, SERVICES AND PROGRAMS TO ENHANCE THE QUALITY OF LIFE FOR OLDER PERSONS. 0 0 47192075 54114096 VUMH PROVIDES FOR THE HOUSING, HEALTH CARE AND FINANCIAL SECURITY NEEDS OF AGED PERSONS AT ITS FIVE CONTINUING CARE RETIREMENT COMMUNITIES AND ONE ASSISTED LIVING FACILITY IN VIRGINIA. VUMH IS ALSO THE SOLE MEMBER OF VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG, INC., WHICH OWNS AND OPERATES A CONTINUING CARE RETIREMENT COMMUNITY IN WILLIAMSBURG, VIRGINIA. EACH OF THESE RESIDENTIAL COMMUNITIES PROVIDES FOR THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS OF THE ELDERLY THROUGH SPECIALIZED PROGRAMS. THESE COMMUNITIES SERVE A SOCIALLY AND ECONOMICALLY DIVERSE RANGE OF RESIDENTS WITH EXCELLENT, COMPASSIONATE CARE IN A CHRISTIAN ENVIRONMENT. VUMH PROVIDES (DIRECTLY AND THROUGH THIRD-PARTY ARRANGEMENTS) FOR THE HEALTH CARE OF THE ELDERLY THROUGH SKILLED NURSING CARE, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, MEMORY (INCLUDING DEMENTIA AND ALZHEIMER'S) CARE, PHYSICAL THERAPY AND RELATED HEALTH CARE SERVICES. VUMH IS COMMITTED TO PROVIDING FOR THE FINANCIAL SECURITY OF ITS RESIDENTS IN COMPLIANCE WITH THE STANDARDS APPLICABLE TO A PUBLIC CHARITY. CONSISTENT WITH THIS COMMITMENT, VUMH HAS ESTABLISHED THE SAMARITAN PROGRAM, THROUGH WHICH FUNDS ARE SOLICITED BY VARIOUS MEANS ON BEHALF OF RESIDENTS WHO MAY BECOME UNABLE TO PAY A PORTION OR ALL OF THEIR EXPENSES, INCLUDING DIRECT SOLICITATION OF MEMBERS OF THE UNITED METHODIST CHURCH. 47192075 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 161 0 1002 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X CORPORATE OFFICERS 8044748700 5101 COX ROAD SUITE 225 GLEN ALLEN VA 23060 STEPHEN MAPP CHAIRMAN 1.00 X X 0 0 0 REV CHARLES WICKHAM VICE CHAIR 1.00 X X 0 0 0 BILL PETERSON SECRETARY/TREASURER 1.00 X X 0 0 0 ERNEST S WITTICH DIRECTOR 1.00 X 0 0 0 WILL FLYNN DIRECTOR 1.00 X 0 0 0 BENJAMIN J LAMBERT IV DIRECTOR 1.00 X 0 0 0 BRENDA S BROOKS DIRECTOR 1.00 X 0 0 0 MIKE WATKINS DIRECTOR 1.00 X 0 0 0 CHRISTOPHER P HENDERSON PRESIDENT/CEO 25.00 15.00 X 399919 0 39438 DANIEL C OETZEL CHIEF OPERATING OFFICER 40.00 X 221416 0 26113 NANCY BRECHTELSBAUER EXECUTIVE DIRECTOR 40.00 X 193285 0 15333 EDWARD WATKINS EXECUTIVE DIRECTOR 40.00 X 188797 0 26479 RICHARD BOTTONE VP DEVELOPMENT AND CONSTRUCTION 40.00 X 165171 0 30515 KEVIN SALMINEN CHIEF FINANCIAL OFFICER 40.00 X 163190 0 18886 GALE KNOX EXECUTIVE DIRECTOR 40.00 X 156866 0 18180 MARTHA DITARANTO DIRECTOR OF SALES AND MARKETING 40.00 X 137316 0 9947 DAVID STUART DIRECTOR OF DINING SERVICE 40.00 X 120434 0 15919 MARK COLLINS DIRECTOR OF INFORMATION SERVICES 40.00 X 108004 0 22257 CLEARY CORNELL DIRECTOR OF NURSING 40.00 X 104888 0 6293 MICHEAL KEARNEY EXECUTIVE DIRECTOR 40.00 X 104602 0 26924 2063888 0 256284 12 0 1 0 CLANCY & THEYS CONTRUCTION CO 11830 FISHING POINT DRIVE SUITE 20 NEWPORT NEWS VA 23606 CONSTRUCTION 2596496 PERFORMANCE FOODSERVICE VIRGINIA 7420 RANCO ROAD RICHMOND VA 23228 FOOD SERVICE 1791859 ADI CONSTRUCTION OF VIRGINIA LLC 5407-A PORT ROYAL ROAD SPRINGFIELD VA 22151 CONSTRUCTION 1164413 SYSCO VIRGINIA LLC PO BOX 20020 HARRISONBURG VA 22801 FOOD SERVICE 581121 THOMAS A COOPER PC 1700 BAYBERRY COURT SUITE 103 HENRICO VA 23226 CONSULTING 386973 43 3396783 3396783 FEES FROM RESIDENTS 623000 52675880 52675880 OTHER OPERATING REVENUE 623000 1291743 1291743 OTHER NONOPERATING CHARGES & FEES 623000 75314 75314 ANCILLARY SERVICE REVENUE 623000 71159 71159 54114096 1424479 1424479 24217996 26401 22675972 25518 1542024 883 1542907 1542907 60478265 54114096 0 2967386 1692340 1692340 24082029 22153587 1875849 52593 1204407 1061484 138763 4160 2540591 2267740 272851 1887181 1667631 215424 4126 678793 678793 89500 89500 39185 39185 2333323 1708806 624517 875510 850411 4269 20830 694189 502621 190891 677 672501 37308 635193 3428220 3187399 240821 112261 30237 82024 79153 29229 49924 1130038 1130038 5601589 5601589 942418 836829 105589 MEDICAL SUPPLIES 3434108 3433925 183 REPAIRS & MAINTENANCE 2024179 1970406 53773 RESIDENT RENOVATIONS 403754 403754 PERSON CENTERED INITIAT 206485 972 205513 428724 318109 110022 593 54580478 47192075 7305424 82979 7385234 5068649 343166 710415 336828 116937 157333808 84573796 70519603 72760012 59304388 63608578 20953784 23574902 158843003 165839493 4806734 5238505 64043460 65294688 757273 738024 36652806 34828495 135260 31940 106395533 106131652 X 33046952 38820170 1720084 1174385 17680434 19713286 52447470 59707841 158843003 165839493 5897787 1362584 0 X 0 1 X 1 0 X 1995106 1761321 2499163 2990217 3396783 12642590 45625986 47089259 50409176 52662869 54114096 249901386 47621092 48850580 52908339 55653086 57510879 262543976 0 0 0 262543976 2163818 2242722 1183135 1333786 1424479 8347940 2163818 2242722 1183135 1333786 1424479 8347940 49784910 51093302 54091474 56986872 58935358 270891916 0.96920 0.95580 0.03080 0.03350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 39185 0 0 39185 0 0 1 X 4532122 314657 107883 949272 960 4004430 5207507 180275 111030 965749 941 4532122 5377614 222151 414159 805515 902 5207507 5465764 331314 374544 794008 5377614 5786334 223328 245161 789059 5465764 0.76500 0.23500 0 0 6366610 6366610 127159977 69955700 57204277 51329 51329 0 17563698 14566767 2996931 6192194 6192194 72760012 ACCRUED INCOME RECEIVABLE 148811 BEQUEST AND LEGACIES RECEIVABLE 16739348 BOND ISSUANCE COSTS, NET 846336 OTHER ASSETS 203364 DEFERRED DEVELOPMENT COSTS 67079 INVESTMENT IN AFFILIATE-HCRC 4800000 ASSETS WHOSE USE IS LIMITED 769964 23574902 OTHER LIABILITIES 31940 31940 X 61840849 1362584 1362584 60478265 0 60478265 54580478 0 54580478 0 54580478 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS DEPOSITS FOR PROSPECTIVE RESIDENTS UNTIL THEY ARE ACCEPTED FOR RESIDENCY IN THE COMMUNITY. PART V, LINE 4: THE INCOME FROM VUMH'S PERMANENTLY RESTRICTED ENDOWMENT FUND IS DEDICATED TO PROVIDE MONIES TO DEFRAY THE COST OF HOUSING AND SERVICES TO PERSONS IN VUMH COMMUNITIES WHO ARE UNABLE TO PROVIDE SUCH MONIES ON THEIR OWN BEHALF. PART X, LINE 2: THE ORGANIZATION ADOPTED THE ACCOUNTING STANDARD REGARDING "ACCOUNTING FOR UNCERTAIN TAX POSITIONS". THIS STANDARD PROVIDES DETAILED GUIDANCE FOR COMBINED FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ORGANIZATION'S COMBINED FINANCIAL STATEMENTS. IT REQUIRES AN ORGANIZATION TO RECOGNIZE THE COMBINED FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. X X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER P HENDERSON PRESIDENT/CEO 349257 0 39033 0 11629 0 21146 0 18292 0 439357 0 0 0 DANIEL C OETZEL CHIEF OPERATING OFFICER 201091 0 18129 0 2196 0 12990 0 13123 0 247529 0 0 0 NANCY BRECHTELSBAUER EXECUTIVE DIRECTOR 174598 0 18291 0 396 0 15333 0 0 0 208618 0 0 0 EDWARD WATKINS EXECUTIVE DIRECTOR 173763 0 14272 0 762 0 14594 0 11885 0 215276 0 0 0 RICHARD BOTTONE VP DEVELOPMENT AND CONSTRUCTION 133307 0 14643 0 17221 0 12223 0 18292 0 195686 0 0 0 KEVIN SALMINEN CHIEF FINANCIAL OFFICER 148325 0 14805 0 60 0 12443 0 6443 0 182076 0 0 0 GALE KNOX EXECUTIVE DIRECTOR 141748 0 14722 0 396 0 12129 0 6051 0 175046 0 0 0 A EDA OF HENRICO COUNTY VIRGINIA 541197472 42605QEB5 2012-08-09 30425000 REFINANCE SERIES 2002 BONDS 12/19/02,PART III DOES NOT NEED TO BE COMPLETED 0 0 0 A 31325145 2842198 626503 27856935 1 0 1 1 A 0 1 1 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11 CONSISTENT WITH THE ORGANIZATION'S BY-LAWS AND VUMH AUDIT COMMITTEE GUIDELINES, A COPY OF THE FORM 990 WAS PRESENTED TO THE VUMH AUDIT COMMITTEE, AS WELL AS ALL MEMBERS OF ITS GOVERNING BOARD, AND WAS APPROVED BY THE AUDIT COMMITTEE PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ANNUALLY SIGN A SWORN DISCLOSURE STATEMENT. THE INFORMATION STATED IN THE SWORN DISCLOSURE STATEMENT IS INCLUDED IN THE ANNUAL DISCLOSURE STATEMENT FILED WITH THE STATE CORPORATION COMMISSION OF VIRGINIA BY SEPTEMBER 30 OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 VUMH USES AN HR CONSULTANT TO COMPARE VUMH POSITIONS TO LIKE POSITIONS IN THE MARKET. THE MARKET ANALYSIS METHODOLOGY DEFINES THE MARKETPLACE BASED ON COMPENSATION PHILOSOPHY (I.E. CONTINUING CARE RETIREMENT COMMUNITIES, HEALTH CARE, HOSPITALITY AND NON-PROFITS). THE REGIONAL MARKET INCLUDES METRO AREAS, VIRGINIA STATEWIDE AND SOUTH ATLANTIC STATES. MARKET DATA IS COLLECTED FROM NUMEROUS SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 VUMH'S ARTICLES OF INCORPORATION ARE ON FILE WITH THE STATE CORPORATION COMMISSION OF VIRGINIA AND AVAILABLE TO THE PUBLIC ON REQUEST. VUMH'S CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. VUMH'S AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN ITS ANNUAL DISCLOSURE STATEMENT FILED WITH THE STATE CORPORATION COMMISSION OF VIRGINIA. THAT DISCLOSURE STATEMENT IS MADE AVAILABLE TO ALL VUMH RESIDENTS AND TO THE PUBLIC UPON REQUEST. IN ADDITION, VUMH'S FINANCIAL INFORMATION IS MADE AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG. VA UNITED METHODIST HOMES OF WILLIAMSBURG INC 5101 COX ROAD GLEN ALLEN VA 23060 300173798 TO PROVIDE FACILITIES, SERVICES AND PROGRAMS TO ENHANCE THE QUALITY OF LIFE VA 501(C)(3) LINE 9 VIRGINIA UNITED METHODIST HOMES INC 1 HERMITAGE CAPITAL AND RESERVE CORPORATION 5101 COX ROAD GLEN ALLEN VA 23060 462641284 TO SUPPORT VIRGINIA UNITED METHODIST HOMES AND WINDSORMEADE OF WILLIAMSBURG VA 501(C)(3) LINE 11A, I VIRGINIA UNITED METHODIST HOMES INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC L 133502 ACTUAL COST VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC O 142640 ALLOCATED COST HERMITAGE CAPITAL AND RESERVE CORPORATION O 8151 ALLOCATED COST