2014-10-15T12:41:46-05:00 2014-05-31 540565834 MITCHELL WIGGINS & COMPANY LLP 100 FLANK ROAD PETERSBURG VA 238059152 990 2013-06-01 300173798 VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC VIRG 8044748700 7113 THREE CHOPT ROAD NO 300 RICHMOND VA 23226 CHRISTOPHER P HENDERSON PRESIDENT 8046731031 2014-10-09 1 WILLIAM A YOUNG JR CPA P00074605 8047335566 2013 2015-11-30 17:44:51Z CHRISTOPHER P HENDERSON 7113 THREE CHOPT ROAD RICHMOND VA 23226 11815339 0 X VUMH.ORG X 2003 VA TO PROVIDE FACILITIES, SERVICES AND PROGRAMS TO ENHANCE THE QUALITY OF LIFE FOR OLDER PERSONS. 4 3 216 56 0 0 1205546 12124 55028591 11786899 38959 16316 0 0 56273096 11815339 0 0 0 0 4423058 4836966 0 0 0 10762563 10854642 15185621 15691608 41087475 -3876269 111713055 113796361 106893009 112852584 4820046 943777 X THE MISSION OF VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG, INC. (VUMHW) IS TO PROVIDE FACILITIES, SERVICES AND PROGRAMS TO ENHANCE THE QUALITY OF LIFE FOR OLDER PERSONS. 0 0 14696725 11803215 VUMHW PROVIDES FOR THE HOUSING, HEALTH CARE AND FINANCIAL SECURITY NEEDS OF AGED PERSONS AT ITS CONTINUING CARE RETIREMENT COMMUNITY KNOWN AS WINDSORMEADE OF WILLIAMSBURG. VUMHW ESTABLISHED WINDSORMEADE AS A COOPERATIVE EFFORT WITH VIRGINIA UNITED METHODIST HOMES, INC. (VUMH), A RELATED TAX-EXEMPT ORGANIZATION WHICH OWNS AND OPERATES FIVE CONTINUING CARE RETIREMENT COMMUNITIES AND ONE ASSISTED LIVING FACILITY OF ITS OWN IN VIRGINIA. VUMH IS THE SOLE MEMBER OF VUMHW. VUMHW PROVIDES FOR THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS OF THE ELDERLY THROUGH SPECIALIZED PROGRAMS. TOGETHER WITH ITS RELATED ORGANIZATION (VUMH), VUMHW IS PART OF A SYSTEM OF COMMUNITIES SERVING A SOCIALLY AND ECONOMICALLY DIVERSE RANGE OF RESIDENTS WITH EXCELLENT, COMPASSIONATE CARE IN A CHRISTIAN ENVIRONMENT. VUMHW 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 CARE, PHYSICAL THERAPY AND RELATED HEALTH CARE SERVICES. VUMHW 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, VUMHW PARTICIPATES IN THE SAMARITAN PROGRAM ESTABLISHED BY VUMH, THROUGH WHICH FUNDS ARE SOLICITED BY VARIOUS MEANS ON BEHALF OF VUMH AND VUMHW RESIDENTS WHO MAY BECOME UNABLE TO PAY A PORTION OR ALL OF THEIR EXPENSES, INCLUDING DIRECT SOLICITATION OF MEMBERS OF THE UNITED METHODIST CHURCH. 14696725 1 0 0 0 0 0 0 0 1 0 1 0 0 0 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 0 0 0 1 54 0 216 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CORPORATE OFFICERS 8044748700 7113 THREE CHOPT ROAD SUITE 300 RICHMOND VA 23226 THOMAS R HARRISON JR CHAIRMAN 0.00 X X 0 0 0 REV ROBERT F COFIELD JR VICE CHAIRMAN 0.00 X X 0 0 0 ELIZABETH P MCCORMICK SECRETARY 0.00 X X 0 0 0 CHRISTOPHER P HENDERSON PRESIDENT/CEO 1.00 40.00 X X 0 397547 0 BISHOP YOUNG JIN CHO EX OFFICIO 0.00 X 0 0 0 MARILYN M GRAY EXECUTIVE DIRECTOR 40.00 X 189128 0 0 189128 397547 0 1 0 1 0 SYSCO HAMPTON ROADS 7000 HARBOUR VIEW BLVD SUFFOLK VA 23435 CONTRACTOR 468660 WILLIAMSBURG HOME PAINTING LLC 1001A RICHMOND ROAD 2E WILLIAMSBURG VA 23185 CONTRACTOR 348616 DLA PIPER LLP PO BOX 75190 BALTIMORE MD 21275 CONTRACTOR 331608 JAMES RIVER GROUNDS MANAGEMENT LLP 11008 WASHINGTON HWY GLEN ALLEN VA 23059 CONTRACTOR 309402 DELOITTE FINANCIAL ADVISORY SERVICES LLP PO BOX 2062 CAROL STREAM IL 60132 CONTRACTOR 289097 9 12124 12124 FEES FROM RESIDENTS 623000 11428637 11428637 OTHER OPERATING INCOME 623000 263133 263133 ANCILLARY SER REV - NET 623000 95129 95129 11786899 16316 16316 11815339 11803215 0 0 196326 196326 3865813 3472230 393583 150535 111074 39461 317927 289754 28173 306365 265690 40675 81128 81128 998808 965197 33611 401958 401958 157981 120712 37269 29100 29100 604758 604758 20559 6256 14303 14997 7062 7935 3010188 3010188 3170611 3170611 255379 255379 MEDICAL SUPPLIES 657861 657861 LICENSES & TAXES 610447 609287 1160 REPAIRS & MAINTENANCE 511830 482562 29268 RESIDENCE RENOVATIONS 143036 143036 186001 123110 62891 15691608 14696725 994883 0 5336175 8807921 352587 3554096 103913 40959 117482883 19714787 100344069 97768096 3407286 1147962 1815636 1815804 353389 661523 111713055 113796361 6296726 7122464 66138185 70235708 364478 661519 34093469 34638269 151 194624 106893009 112852584 X 4801903 915198 18143 28579 4820046 943777 111713055 113796361 -3876269 0 X X 0 1 X 1 0 X 3164 4275 4686 1205546 12124 1229795 6518323 7651909 9718246 55028591 11786899 90703968 6521487 7656184 9722932 56234137 11799023 91933763 0 0 0 91933763 238807 250006 201253 38959 16316 745341 238807 250006 201253 38959 16316 745341 6760294 7906190 9924185 56273096 11815339 92679104 0.99200 0.98350 0.00800 0.01650 X 0 1 X 4617224 4617224 109790417 18005466 91784951 2772820 1709321 1063499 302422 302422 97768096 OTHER LIABILITIES 194624 194624 X 11815339 0 11815339 0 11815339 15691608 0 15691608 0 15691608 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS DEPOSITS FOR PROSPECTIVE RESIDENTS UNTIL THEY ARE ACCEPTED FOR RESIDENCY IN THE COMMUNITY. 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 0 321441 0 66543 0 9563 0 0 0 0 0 397547 0 0 MARILYN M GRAY EXECUTIVE DIRECTOR 162674 0 26196 0 258 0 0 0 0 0 189128 0 0 0 A EDA OF JAMES CITY COUNTY VIRGINIA 541139263 47029WCD7 2013-05-31 46203820 REFUND SERIES 2007 BONDS 08/01/2007. 0 0 0 A 46203820 1815804 46203820 2013 1 0 1 1 A 0 1 1 1 0 0 0 1 A 0 1 1 0 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 VIRGINIA UNITED METHODIST HOMES, INC., A VIRGINIA NON-STOCK, CHARITABLE CORPORATION, IS THE SOLE VOTING MEMBER OF VUMHW. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF VUMHW, (VIRGINIA UNITED METHODIST HOMES, INC.), SHALL ELECT THE BOARD OF DIRECTORS OF VUMHW. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF VUMHW, (VIRGINIA UNITED METHODIST HOMES, INC.), SHALL :(I) APPROVE ANY AMENDMENTS TO THE VUMHW ARTICLES OF INCORPORATION; (II) APPROVE THE BY-LAWS AND ANY AMENDMENTS TO THE BY-LAWS OF THE CORPORATION; (III) APPROVE THE OFFICERS OF THE CORPORATION SELECTED BY THE VUMHW BOARD OF DIRECTORS; (IV) APPROVE THE ANNUAL BUDGET OF THE CORPORATION; (V) APPROVE THE SALE OF ANY SIGNIFICANT ASSETS OF THE CORPORATION; (VI) APPROVE THE INCURRING OF DEBT BY THE CORPORATION IN EXCESS OF 10% OF THE GROSS VALUE OF THE CORPORATION'S ASSETS; AND (VII) APPROVE THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 CONSISTENT WITH THE ORGANIZATION'S ARTICLES AND 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 THE GOVERNING BOARDS,AND WAS APPROVED BY THE VUMH BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ANNUALLY SIGN SWORN DISCLOSURE STATEMENTS. THE INFORMATION STATED IN THE SWORN DISCLOSURE STATEMENT IS INCLUDED IN THE VUMHW ANNUAL DISCLOSURE STATEMENT FILED WITH THE VIRGINIA STATE CORPORATION COMMISSION BY SEPTEMBER 30 OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 VUMHW USES AN HR CONSULTANT TO COMPARE VUMHW POSITIONS TO LIKE POSITIONS IN THE MARKET. THE MARKET ANALYSIS METHODOLOGY DEFINES THE MARKET PLACE 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 VUMHW'S ARTICLES OF INCORPORATION ARE ON FILE WITH THE STATE CORPORATION COMMISSION OF VIRGINIA AND AVAILABLE TO THE PUBLIC ON REQUEST. VUMHW'S CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. VUMHW'S AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN ITS ANNUAL DISCLOSURE STATEMENT FILED WITH THE STATE CORPORATION COMMISSION. THAT DISCLOSURE STATEMENT IS MADE AVAILABLE TO ALL VUMHW RESIDENTS AND TO THE PUBLIC UPON REQUEST. IN ADDITION, VUMHW'S FINANCIAL INFORMATION IS MADE AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C THE PROCESSES INVOLVING THE OVERSIGHT OF THE ORGANIZATION'S AUDIT OF THEIR FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT ENGAGED FOR THIS AUDIT HAVE NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART X, LINE 10A & 10B DETAIL IS AVAILABLE UPON REQUEST. VIRGINIA UNITED METHODIST HOMES 7113 THREE CHOPT ROAD RICHMOND VA 23226 540720603 TO PROVIDE FACILITIES, SERVICES AND PROGRAMS TO ENHANCE THE QUALITY OF LIFE VA 501 (C) (3) PUBLIC 0 HERMITAGE CAPITAL AND RESERVE CORPORATION 7113 THREE CHOPT ROAD RICHMOND VA 23226 462641284 TO SUPPORT VIRGINIA UNITED METHODIST HOMES AND WINDSORMEADE OF WILLIAMSBURG. VA 501 (C) (3) PUBLIC VIRGINIA UNITED METHODIST HOMES 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 VIRGINIA UNITED METHODIST HOMES INC O 123463 COST VIRGINIA UNITED METHODIST HOMES INC E -27800 COST VIRGINIA UNITED METHODIST HOMES INC G 8500000 COST