2013-05-09T08:42:13-05:00 2012-12-31 MENDELSON & MENDELSON CPA'S A PC 12505 PARK POTOMAC AVE STE 250 POTOMAC MD 208546805 990 2012-01-01 546056731 THE TEMPLE FOUNDATION INC TEMP 7035918993 9229 ARLINGTON BOULEVARD FAIRFAX VA 22031 MARK RIDGELY 7035918993 2013-05-07 true LOUIS B RUEBELMANN CPA 3016560001 2013-05-07 2012 2016-02-25 16:41:14Z MARK RIDGELY C/O THE TEMPLE FOUNDATION INC FAIRFAX VA 22031 28737000 false X THEVIRGINIAN.ORG X 1965 VA THE FOUNDATION IS THE CONTINUING CARE PROVIDER AT THE VIRGINIAN IN FAIRFAX, VA. THE FACILITY IS A COMPLETE CONTINUING CARE RETIREMENT COMMUNITY WITH INDEPENDENT LIVING AND ASSISTED LIVING APARTMENTS AND A COMPLETE HEALTH CARE CENTER WITH 100 HEALTH CARE BEDS. 9 7 444 60 0 18390 175550 26616349 28358878 271481 202572 0 26906220 28737000 0 0 15159940 15701986 0 0 11189172 11774704 26349112 27476690 557108 1260310 22596716 24302286 7111043 7257751 15485673 17044535 X THE FOUNDATION IS THE CONTINUING CARE PROVIDER AT THE VIRGINIAN IN FAIRFAX, VA. THE FACILITY IS A COMPLETE CONTINUING CARE RETIREMENT COMMUNITY WITH INDEPENDENT LIVING AND ASSISTED LIVING APARTMENTS AND A COMPLETE HEALTH CARE CENTER WITH 100 HEALTH CARE BEDS. false false 23166230 ALL PROGRAM SERVICE ACTIVITY IS DIRECTED TOWARD THE OPERATION OF PROVIDING A HOME FOR LIFE TO ITS RESIDENTS. 23166230 true true false false false false false false true false true false false false true false true false false false false false false false false false false false false true false false false false false true true true true false false false false false false false false true 30 0 true 444 true false false false false false false false false false false false false X 9 7 false false false false false false false true true false false false true true true false false true true false VA X X THE TEMPLE FOUNDATION 7035918993 9229 ARLINGTON BLVD FAIRFAX VA 22031 CHRISTOPHER ISHERWOOD 40.00 X X 202650 0 44481 MARK RIDGELY 40.00 X X 165000 0 14061 JAMES SCHOENBERGER 5.00 X 0 0 0 ROBERT D ZUROWSKI MD 1.00 X 0 0 0 STEVEN WOODDELL 1.00 X 0 0 0 LOUISE LYNCH 2.00 X 0 0 0 BARBARA DRAKE 2.00 X 0 0 0 LARRY SCHULTE 2.00 X 0 0 0 FRED M HADEN 1.00 X 0 0 0 PRISCILLA KNEISLEY 40.00 X 127500 0 10258 CATHY RENKIEWICZ 40.00 X 113000 0 2600 CHRISTIE BILLINGS 40.00 X 110250 0 524 NORWU HOWARD-WESSON 40.00 X 108500 0 2569 826900 74493 6 false true false THOMPSON ASSOCIATES PO BOX 919 MIDDLEBURG VA 20118 FACILITY RENTAL 3065873 SODEXHO INC & AFFILIATES PO BOX 536922 ATLANTA GA 30353 FOOD SERVICES 2378913 OMNICARE INC PO BOX 635950 CINCINNATI OH 45263 PHARMACY PROD. 522246 SIMPSON UNLIMITED LLC 11121 INDUSTRIAL RD MANASSAS VA 20109 ROOFING 341370 SODEXHO 1440 CAMPBELL LN BOWLING GREEN KY 42104 BUILDING CONT 276600 11 175550 157600 175550 RESIDENT MAINTENANCE FEES 13823388 13823388 MEDICAL SUPPLIES & FEES 7513549 7513549 RESIDENT HEALTH CARE FEES 3840244 3840244 RESIDENT SERVICES/PROGRAMS 1689852 1689852 HOME HEALTH PROGRAM 977354 977354 514491 514491 28358878 202572 202572 28737000 28358878 202572 367650 367650 12850168 11277464 1572704 136692 116188 20504 1384118 1180934 203184 963358 794379 168979 24950 24950 55890 55890 332534 279465 53069 273545 273545 393517 64080 329437 73361 73361 4511368 4511368 41823 41823 972 972 1127913 1127913 681310 681310 FOOD SERVICE CONTRACT 1757192 1757192 SUPPLIES 835571 835571 OUTSIDE SERVICES 629830 629830 SERVICE CONTRACTS 262233 262233 772695 328641 444054 27476690 23166230 4310460 0 3630558 4257485 1045879 122522 1490482 1618636 292586 325114 17677255 8858127 8246911 8819128 7588144 8808556 302156 350845 22596716 24302286 1475922 1926494 2222569 2202098 47408 47456 3365144 3081703 7111043 7257751 X 15485673 17044535 15485673 17044535 22596716 24302286 1260310 298552 X false true X true false X 1130 22165 300 18390 175550 217535 24390839 24715659 19427930 26616349 28358878 123509655 24391969 24737824 19428230 26634739 28534428 123727190 123727190 208597 416896 116593 271481 202572 1216139 208597 416896 116593 271481 202572 1216139 24600566 25154720 19544823 26906220 28737000 124943329 0.99030 0.98570 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 47408 48 47456 true X 157600 157600 13371507 6382964 6988543 4148148 2475163 1672985 8819128 RESIDENT DEPOSITS FUNDING INVESTMENT 1701000 DEPOSITS-LIFE CARE CONTRACTS 1090953 DEFERRED COMPENSATION 289750 3081703 29035552 298552 298552 28737000 28737000 27476690 27476690 27476690 EXPLANATION FOR UNREPORTED CONTRIBUTIONS OR ASSETS SCHEDULE D, PAGE 2, PART IV, LINE 1B THE FOUNDATION ACTS AS A CUSTODIAN TO A RESIDENT SPONSORED FELLOWSHIP FUND. THE RESIDENTS MAKE CONTRIBUTIONS TO AN ACCOUNT WHICH IS USED FOR FELLOW RESIDENTS IN TIMES OF NEED. AN INDEPENDENT BOARD OF RESIDENTS DETERMINES WHEN DISBURSEMENTS ARE TO BE MADE. ESCROW LIABILITY ARRANGEMENT EXPLANATION SCHEDULE D, PAGE 2, PART IV, LINE 2B THE ESCROW LIABILITY IS INCLUDED ON LINE 21. X X X X X false false false false false false false false false CHRISTOPHER ISHERWOOD 202650 44481 247131 MARK RIDGELY 165000 14061 179061 THOMPSON ASSOCIATES LANDLORD 3065873 RENTAL OF FACILITY false ADDITIONAL INFORMATION SCHEDULE L PART V PAST BOARD MEMBERS ROLAND THOMPSON MARNA MOORE AND DR CYNDI THOMPSON ARE OR WERE MEMBERS OF OR ARE MARRIED TO MEMBERS OF THOMPSON ASSOCIATES MR THOMPSON WAS A PARTNER IN THOMPSON ASSOCIATES AND IS NOW DECEASED MRS MOORE WAS A PARTNER IN THOMPSON ASSOCIATES AND IS NOW MEDICALLY INCOMPACITATED AND DR THOMPSON IS MARRIED TO ANOTHER PARTNER OF THOMPSON ASSOCIATES ALL OF THESE INDIVIDUALS HAVE NOT BEEN ACTIVE BOARD MEMBERS FOR SEVERAL YEARS X 1 157600 APPRAISAL false false false ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION THE FOUNDATION IS THE CONTINUING CARE PROVIDER AT THE VIRGINIAN IN FAIRFAX, VA. THE FACILITY IS A COMPLETE CONTINUING CARE RETIREMENT COMMUNITY WITH INDEPENDENT LIVING AND ASSISTED LIVING APARTMENTS AND A COMPLETE HEALTH CARE CENTER WITH 100 HEALTH CARE BEDS. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE FROM 990 IS REVIEWED IN DETAIL BY THE ORGAINZATION'S TREASURER PRIOR TO FILING. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C EACH DIRECTOR IS ANNUALLY REQUIRED TO SIGN A CONFLICTS OF INTEREST STATMENT AND DISCLOSE ANY RELATIONSHIP WITH THE TEMPLE FOUNDATION OR ANOTHER ORGANIZATION THAT DOES BUSINESS WITH THE TEMPLE FOUNDATION THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. THESE STATEMENTS ARE REVIEWED BY THE PRESIDENT OF THE BOARD OF DIRECTORS AND THE FOUNDATION'S ATTORNEY IF DEEMED NECESSARY. IN THE EVENT THAT THE PRESIDENT DETERMINES THAT A CONFLICT EXISTS, THE DIRECTOR IS NOT ALLOWED TO PARTICIPATE IN ANY DECISION OR ATTEND ANY MEETING WHERE A DISCUSSION INVOLVING THE RELATIONSHIP, ENTITY OR ACTIVITY IS DISCUSSED OR DECIDED. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A ANNUALLY, A PUBLISHED ANALYSIS OF INDUSTRY COMPENSATION INFORMATION FOR THE REGION IS USED AS A GUIDE TO EVALUATE AND SET THE SALARIES, WAGES AND BENEFITS FOR THE EXECUTIVE DIRECTOR AND ALL DEPARTMENT HEADS. THE EXECUTIVE DIRECTOR RECOMMENDS COMPENSATION PROGRAMS FOR EACH OF THE DEPARTMENT HEADS TO THE BOARD OF DIRECTORS. THE TEMPLE FOUNDATION MAINTAINS A COMPENSATION COMMITTEE WITHIN THE BOARD OF DIRECTORS WHO REVIEW THE INDUSTRY EVALUATION AND THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND HIS RECOMMENDATIONS FOR THE INDIVIDUAL DEPARTMENT HEADS AND INDEPENDENTLY APPROVES THE COMPENSATION PLANS FOR THE EXECUTIVE DIRECTOR AND THE DEPARTMENT HEADS. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B SEE INFORMATION IN 15A GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 ANNUALLY THE ORGANIZATION IS REQUIRED TO FILE A DETAILED DISCLOSURE STATEMENT WITH THE COMMONWEALTH OF VIRGINIA, BUREAU OF INSURANCE THAT CONTAINS DETAILED INFORMATION ON THE ORGANIZATION AND THE FACILITY INCLUDING A DESCRIPTION OF THE BUSINESS FORM OF THE ORGANIZATION, DESCRIPTION OF THE PHYSICAL PLANT AND REAL PROPERTY, NAMES, ADDRESSES AND BACKGROUND INFORMATION ON MEMBERS OF THE BOARD OF DIRECTORS, COPIES OF CONTRACTS USED TO ADMIT RESIDENTS, INFORMATION ON FEES CHARGED, A FIVE YEAR HISTORY OF FEE INCREASES FOR SERVICE ACCOMODATIONS, AUDITED FINANCIAL STATEMENTS FOR THE MOST RECENT TWO YEAR PERIOD AND A FORECASTED INCOME STATEMENT FOR THE NEXT OPERATING YEAR. THIS INFORMATION IS ALSO MAINTAINED AT THE MAIN OFFICE AND THE RESIDENT'S LIBRARY OF THE ORGANIZATION AND IS AVAILABLE FOR INSPECTION BY ANY CURRENT RESIDENT OR PROSPECTIVE RESIDENT OF THE FACILITY AND THEIR FAMILIES.