2014-08-15T09:09:32-05:00 2014-03-31 541326200 MARTIN BEACHY & AREHART PLLC 209 N HIGH STREET HARRISONBURG VA 22802 990 2013-04-01 510249314 VIRGINIA MENNONITE RETIREMENT COMMUNITY INC VIRG 5404384225 1501 VIRGINIA AVE HARRISONBURG VA 22802 MIKE PIPER CFO 5404384225 2014-08-13 1 R SCOTT BEACHY P01293900 5404332488 2013 2015-11-30 17:44:51Z JUDITH TRUMBO 1501 VIRGINIA AVE HARRISONBURG VA 22802 3805560 0 X WWW.VMRC.ORG X 1983 VA THE MISSION OF VIRGINIA MENNONITE RETIREMENT COMMUNITY IS TO BE A LEADING RESOURCE IN PROVIDING QUALITY HOMES AND SERVICES THAT PEOPLE WANT AND NEED TO AGE WELL. VMRC INC. PROVIDES RETIREMENT COMMUNITY MANAGEMENT SERVICES FOR RELATED 501(C)(3) ORGANIZATIONS. 14 14 49 15 30512 0 8000 8176 3248319 3436935 10519 14268 -52584 -66354 3214254 3393025 0 0 0 0 1754445 1817668 0 0 0 1491760 1514460 3246205 3332128 -31951 60897 12585295 12406317 12678625 12438750 -93330 -32433 THE MISSION OF VIRGINIA MENNONITE RETIREMENT COMMUNITY IS TO BE A LEADING RESOURCE IN PROVIDING QUALITY HOME AND SERVICES THAT PEOPLE WANT AND NEED TO AGE WELL. VMRC INC. PROVIDES RETIREMENT COMMUNITY MANAGEMENT SERVICES FOR RELATED 501(C)(3) ORGANIZATIONS. 0 0 2118881 2403394 PROVIDE MANAGEMENT, ACCOUNTING, COMMUNICATIONS, INFORMATION TECHNOLOGY, AND PERSONNEL SUPPORT SERVICES FOR FOUR RELATED EXEMPT ORGANIZATIONS. 251483 414555 PROVIDE TELEPHONE, CABLE, HIGH SPEED INTERNET, WASTE MANAGEMENT, TRANSPORTATION AND HOUSEKEEPING SERVICES TO RETIREMENT COMMUNITY RESIDENTS. 547819 534615 PROVIDE MARKETING AND ADMISSION SERVICES FOR RELATED EXEMPT ORGANIZATIONS. 2918183 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 0 0 1 1 0 0 0 1 18 0 49 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MIKE PIPER 5404384225 1501 VIRGINIA AVE HARRISONBURG VA 22802 TERESA ANDERS SECRETARY 2.00 X X 0 0 0 STEPHEN CAVANAUGH BOARD MEMBER 2.00 X 0 0 0 PAUL CLINE BOARD MEMBER 2.00 X 0 0 0 ALLON LEFEVER BOARD MEMBER 2.00 X 0 0 0 THOMAS MURPHY BOARD MEMBER 2.00 X 0 0 0 KENNETH WEAVER VICE CHAIR 2.00 X X 0 0 0 SHERYL WYSE CHAIR 2.00 X X 0 0 0 APRIL GUNDERSON BOARD MEMBER 2.00 X 0 0 0 JACQUELINE HARTMAN BOARD MEMBER 2.00 X 0 0 0 KEVIN HUMPHRIES TREASURER 2.00 X X 0 0 0 BERYL JANTZI BOARD MEMBER 2.00 X 0 0 0 RODNEY KIBLER BOARD MEMBER 2.00 X 0 0 0 E JOHN ROSENBERGER BOARD MEMBER 2.00 X 0 0 0 JUDITH TRUMBO CEO 40.00 X 106057 0 14916 MIKE PIPER CFO 40.00 X 91128 0 12363 197185 0 27279 1 0 0 0 SODEXHO INC & AFFILIATES PO BOX 536922 ATLANTA GA 30353 DINING SERVICES 236054 VISION TECHNOLOGY GROUP 125 W BRUCE ST HARRISONBURG VA 22801 INFORMATION TECHNOLOGY SERVICES 151484 ADP 3855 CENTERVIEW DRIVE CHANTILLY VA 20151 PAYROLL SERVICES 123961 TOTAL TECHNOLOGY MANAGEMENT 100 WATERMAN DRIVE HARRISONBURG VA 22802 INFORMATION TECHNOLOGY SERVICES 117886 4 8176 8176 MANAGEMENT SERVICES 623000 2403394 2403394 MARKETING & ADMISSION 623000 534615 534615 RESIDENT UTILITY FEES 623000 414555 414555 TRANSPORTATION & HOUSE 623000 92283 92283 HOME HEALTH PARTNERSHI 621610 -7912 -7912 3436935 6400 3123 3277 3277 3277 14699 431 14268 14268 14268 339350 408981 -69631 -100143 30512 3393025 3336792 30512 17545 290667 290667 1202522 1202522 51172 51172 160099 160099 113208 113208 14183 14183 94324 94324 105875 105875 182284 182284 305602 305602 262763 262763 251805 160666 91139 8261 8261 32739 32739 12925 12925 4000 4000 178212 178212 19162 19162 REPAIRS & MAINTENANCE 42325 42325 3332128 2918183 413945 0 100 100 8026652 7892532 4240 4493 25000 25000 2543 1640 662177 666405 5331516 1887024 3486234 3444492 378349 371655 12585295 12406317 438508 628527 524495 452719 11715622 11357504 12678625 12438750 X -93330 -32433 -93330 -32433 12585295 12406317 60897 0 X X 0 1 X 1 0 X X 0 0 0 PARK VILLAGE INC 510249312 9 1 1 1 686297 VIRGINIA MENNONITE HOME INC 540590902 9 1 1 1 1532831 VMRC FOUNDATION INC 510249313 11B 1 1 1 87675 HERITAGE HAVEN INC 510228675 9 1 1 1 96531 4 2403334 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2002686 2002686 1086929 765555 321374 226371 135494 90877 1481721 985975 495746 533809 533809 3444492 DUE TO RELATED ORGANIZATION 11357504 11357504 X 3289930 421855 421855 2868075 524950 524950 3393025 3229035 421857 421857 2807178 524950 524950 3332128 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES DIRECTLY RELATED TO THE ORGANIZATIONS TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FIANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). PART XI, LINE 2D - OTHER ADJUSTMENTS: CAFE & CATERING COSTS OF GOODS SOLD INCLUDED IN EXPENSES IN AUDITED STMTS INTERCOMPANY INTEREST EXPENSE ELIMINATED PASS THROUGH INCOME FROM INSURANCE ENTITY NETTED AGAINST EXPENSES RENTAL EXPENSES INCLUDED IN EXPENSES IN AUDITED FINANCIAL STATEMENTS PART XI, LINE 4B - OTHER ADJUSTMENTS: MARKETING INCOME ALLOCATED AGAINST EXPENSES IN THE AUDITED FINANCIAL STMTS PART XII, LINE 2D - OTHER ADJUSTMENTS: CAFE & CATERING COSTS OF GOODS SOLD INCLUDED IN EXPENSES IN AUDITED STMTS INTERCOMPANY INTEREST EXPENSE ELIMINATED PASS THROUGH INCOME FROM INSURANCE ENTITY NETTED AGAINST EXPENSES RENTAL EXPENSES INCLUDED IN EXPENSES IN AUDITED FINANCIAL STATEMENTS ROUNDING PART XII, LINE 4B - OTHER ADJUSTMENTS: MARKETING INCOME ALLOCATED AGAINST EXPENSES IN THE AUDITED FINANCIAL STMTS X X X X 0 0 0 0 0 0 0 1 0 SCHEDULE J, PART I, LINE 3 SURVEY DATA IS REVIEWED ANNUALLY FROM THE COMPENSATION STUDY OF SIMILAR NOT-FOR-PROFIT CCRCS IN THE LEADING AGE, ALONG WITH A SURVEY OF THE LOCAL NOT-FOR-PROFIT COMPETITORS. CEO COMPENSATION IS DETERMINED BY THE BOARD AND FINANCE COMMITTEE. A INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF HARRISONBURG VIRGINA 542000436 415675A20 2006-10-24 REFUNDING PRIOR BOND ISSUE 0 0 0 A 32435000 915168 1999 1 1 1 1 A 0 0 0 0 0 0 1 A 0 0 1 1 1 1 SOVEREIGN BANK 4.500000000000 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS SUPPLIED TO ALL BOARD MEMBERS PRIOR TO FILING AND THE BOARD FINANCE COMMITTEE AS A GROUP REVIEWED THE 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MUST SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. BOARD ORIENTATION INCLUDES EDUCATION CONCERNING THE CONFLICT OF INTEREST POLICY. MANAGEMENT AND STAFF RECEIVE EDUCATION AT NEW EMPLOYEE ORIENTATION, AND DURING ANNUAL EDUCATION DAY, WHICH INCLUDES THE CORPORATE COMPLIANCE AND ETHICS PROGRAM. THIS PROGRAM INCLUDES THE POLICY ON CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 SURVEY DATA IS REVIEWED ANNUALLY FROM THE COMPENSATION STUDY OF SIMILAR NOT-FOR-PROFIT CCRCS IN THE LEADING AGE, ALONG WITH A SURVEY OF THE LOCAL NOT-FOR-PROFIT COMPETITORS. CEO COMPENSATION IS DETERMINED BY THE BOARD AND FINANCE COMMITTEE. OTHER EMPLOYEE COMPENSATION IS DETERMINED BY THE ORGANIZATION'S MANAGEMENT TEAM. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS: AVAILABLE ONSITE AND IN BOND DISCLOSURE DOCUMENTS. CONFLICT OF INTEREST POLICY: AVAILABLE ONSITE. FINANCIAL STATEMENTS: AVAILABLE ON ZIEGLER RESEARCH WEBSITE AND IN VMRC'S PUBLISHED ANNUAL REPORT AVAILABLE ONSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. PARK ROCKS LLC 1501 VIRGINIA AVE HARRISONBURG VA 22802 320235828 LAND HOLDING COMPANY VA 6400 N/A PARK HERITAGE DEVELOPMENT 1501 VIRGINIA AVE HARRISONBURG VA 22802 542051586 LAND HOLDING COMPANY VA N/A HERITAGE HAVEN INC 1501 VIRGINIA AVE HARRISONBURG VA 22802 510228675 HUD SUBSIDIZED RETIREMENT HOUSING FOR SENIORS VA 501(C)(3) LINE 9 N/A 0 PARK VILLAGE INC 1501 VIRGINIA AVE HARRISONBURG VA 22802 510249312 RETIREMENT HOUSING FOR SENIORS VA 501(C)(3) LINE 9 N/A 0 VMRC FOUNDATION INC 1501 VIRGINIA AVE HARRISONBURG VA 22802 510249313 FUNDRAISING SUPPORT FOR 501(C)(3) RETIREMENT VA 501(C)(3) LINE 7 N/A 0 VIRGINIA MENNONITE HOME INC 1501 VIRGINIA AVE HARRISONBURG VA 22802 540590902 NURSING HOME, ASSISTED LIVING FACILITY VA 501(C)(3) LINE 9 N/A 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0