2013-11-13T15:33:53-06:00 2013-03-31 541326200 MARTIN BEACHY & AREHART PLLC 209 N HIGH STREET HARRISONBURG VA 22802 990 2012-04-01 510249312 PARK VILLAGE INC PARK 5404384225 1501 VIRGINIA AVE HARRISONBURG VA 22802 MIKE PIPER 5404384225 2013-11-12 1 R SCOTT BEACHY P01293900 5404332488 2012 2016-03-07 17:11:31Z JUDITH TRUMBO 1501 VIRGINIA AVE HARRISONBURG VA 22802 6638477 0 X WWW.VMRC.ORG X 1980 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. PARK VILLAGE INC. PROVIDES RETIREMENT HOUSING FOR SENIORS. 3 3 72 134 0 0 0 2988 6315576 6416961 69136 63291 -3255 12846 6381457 6496086 0 0 0 0 1067224 1050862 0 0 0 4586158 4644733 5653382 5695595 728075 800491 29961672 30991243 38353334 38502588 -8391662 -7511345 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. PARK VILLAGE INC. PROVIDES RETIREMENT HOUSING FOR SENIORS. 0 0 4588326 6416961 ONE AND TWO BEDROOM RETIREMENT APARTMENTS AND COTTAGES, INCLUDING ACTIVITIES, MAINTENANCE OF UNITS, GROUNDS AND APPLIANCES. 4588326 1 0 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 72 1 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 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 ALLON LEFEVER 1.00 X X 0 0 0 PAUL CLINE 1.00 X X 0 0 0 GERALDINE RUSH 1.00 X X 0 0 0 RONALD YODER 40.00 X 0 158318 14219 CURTIS STUTZMAN 40.00 X 0 121662 12598 0 279980 26817 0 0 1 0 SODEXO INC & ASSOCIATES PO BOX 536922 ATLANTA GA 30353 DINING SERVICES 301702 WEAVER'S FLOORCOVERING 3245 S MAIN ST HARRISONBURG VA 22801 FLOORCOVERING MATERIALS 112162 2 2988 2988 SENIOR HOUSING AND SER 531110 6416961 6416961 6416961 63291 63291 54790 45970 8820 8820 8820 100447 96421 4026 4026 6496086 6416961 0 76137 811513 566404 245109 22034 11168 10866 143693 118425 25268 73622 55260 18362 646533 646533 9000 9000 261282 261282 237517 233234 4283 354958 337125 17833 720904 677506 43398 601 133 468 1286 591 695 760758 760758 4490 4490 1372118 1347047 25071 55434 55434 ACTIVITY SERVICES FOR R 122805 122805 WELLNESS CENTER SERVICE 96588 96588 LOSS ON DISPOSAL OF FIX 459 459 5695595 4588326 1107269 0 1000 1000 7006 0 4433 22267 11832744 13839701 14027 16135 37435720 20323580 18102462 17112140 29961672 30991243 208981 257077 20374233 20868710 16651596 16338103 1118524 1038698 38353334 38502588 X -8391662 -7511345 -8391662 -7511345 29961672 30991243 X 800491 79826 X 0 1 X 1 0 X 2988 2988 5192624 5555845 5687994 6315575 6475777 29227815 94462 42190 141099 142375 155237 575363 5287086 5598035 5829093 6457950 6634002 29806166 0 0 0 29806166 202620 133795 92953 69136 63291 561795 202620 133795 92953 69136 63291 561795 5489706 5731830 5922046 6527086 6697293 30367961 0.98150 0.97230 0.01850 0.02770 X 507416 507416 32869835 17002472 15867363 1187064 1029287 157777 2871405 2291821 579584 17112140 INTEREST RATE SWAP CONTRACTS 1038698 1038698 6541599 45970 45970 6495629 457 457 6496086 5741104 45970 45970 5695134 461 461 5695595 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON PART VII LINE 6B PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS. ROUNDING PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON PART VII LINE 6B PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS. ROUNDING SCHEDULE D, 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 ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION BELEIVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THT ARE MATERIAL TO THE FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZAION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZAITON OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). X X X X 0 0 0 0 0 0 0 0 0 RONALD YODER 0 153318 0 5000 0 0 0 6804 0 7415 0 172537 0 0 SUPPLEMENTAL INFORMATION PART III 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 SERVEY 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 VIRGINIA 542000436 415675A20 2006-10-24 REFUNDING OF PRIOR BOND ISSUE 0 0 0 A 1 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 1 1 1 SOVEREIGN BANK 4.500000000000 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES MANAGEMENT TO THE RELATED ORGANIZATION VIRGINIA MENNONITE RETIREMENT COMMUNITY INC. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS SUPPLIED TO ALL BOARD MEMEBERS PRIOR TO FILING AND THE VIRGINIA MENNONITE RETIREMENT COMMUNITY 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 DOCUMENTS. CONFLICT OF INTEREST POLICY: AVAILABLE ONSITE. FINANCIAL STATEMENTS: AVAILABLE ON ZIEGLER RESEARCH WEBSITE AND IN VMRC'S PUBLISED ANNUAL REPORT WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP CONTRACTS 79,826. VIRGINIA MENNONITE RETIREMENT COMMUNITY INC 1501 VIRGINIA AVE HARRISONBURG VA 22802 510249314 RETIREMENT COMMUNITY MANAGEMENT SERVICES VA 501(C)(3) 11B N/A 0 HERITAGE HEAVEN INC 1501 VIRGINIA AVE HARRISONBURG VA 22802 510228675 HUD SUBSIDIZED HOUSING FOR SENIORS VA 501(C)(3) 9 N/A 0 VMRC FOUNDATION INC 1501 VIRGINIA AVE HARRISONBURG VA 22802 510249313 FUNDRAISING SUPPORT FOR RELATED 501(C)(3) VA 501(C)(3) 7 N/A 0 VIRGINIA MENNONITE HOME INC 1501 VIRGINIA AVE HARRISONBURG VA 22802 540590902 NURSING HOME AND ASSISTED LIVING CARE VA 501(C)(3) 9 N/A 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0