VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC (EIN 30-0173798)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-10-11
- IRS object ID
- 201242859349300604
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-11T07:44:44-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540565834 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL WIGGINS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FLANK ROAD | AddressLine1 |
| City | PETERSBURG | City |
| State | VA | State |
| ZIP Code | 238059152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300173798 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VA UNITED METHODIST HOME OF WILLIAMSBURG | BusinessNameLine1 |
| Business Name Line2 | INC DBA WINDSORMEADE OF WILLIAMSBURG | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VIRG | NameControl |
| Phone | 8044748700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7113 THREE CHOPT ROAD NO 300 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23226 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER P HENDERSON | Name |
| Title | PRESIDENT | Title |
| Phone | 8046731031 | Phone |
| Date Signed | 2012-10-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM A YOUNG JR CPA | Name |
| PTIN | P00074605 | PTIN |
| Phone | 8047335566 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTOPHER P HENDERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7113 THREE CHOPT ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9924185 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | VUMH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2005 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE FACILITIES, SERVICES AND PROGRAMS TO ENHANCE THE QUALITY OF LIFE FOR OLDER PERSONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 201 | TotalNbrEmployees |
| Total Nbr Volunteers | 33 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4275 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4686 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7651909 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9718246 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 245111 | InvestmentIncomePriorYear |
| Investment Income Current Year | 201253 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7901295 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9924185 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3783011 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4191965 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13338630 | OtherExpensePriorYear |
| Other Expenses Current Year | 13758198 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17121641 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17950163 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9220346 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -8025978 | RevenuesLessExpensesCY |
| Total Assets BOY | 125156669 | TotalAssetsBOY |
| Total Assets EOY | 123214292 | TotalAssetsEOY |
| Total Liabilities BOY | 153398120 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 159481721 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -28241451 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -36267429 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15426485 | Expense |
| Revenue | 9919499 | Revenue |
| Description | 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 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. | Description |
| Total Program Service Expense | 15426485 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 89 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 201 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE OFFICERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8044748700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7113 THREE CHOPT ROAD SUITE 300 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23226 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| 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 | |
| KELLI MANSEL-ARBUCKLE | |||||||
| SECRETARY | 0.00 | X | X | 0 | 0 | 0 | |
| CHRISTOPHER P HENDERSON | |||||||
| PRESIDENT/CEO | 40.00 | X | X | 0 | 274953 | 0 | |
| BISHOP CHARLENE P KAMMERER | |||||||
| EX OFFICIO | 0.00 | X | 0 | 0 | 0 | ||
| REV CAROL BOOKWALTER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MARILYN M GLADDING | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 157303 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 157303 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 274953 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SYSCO HAMPTON ROADS | |||||
| 7000 HARBOUR VIEW BLVD | SUFFOLK | VA | 23435 | CONTRACTOR | 402931 |
| HEALTHKEEPERS INC | |||||
| 1721 DEL OGIER DRIVE | GLENVIEW | IL | 60025 | CONTRACTOR | 327395 |
| SPECTRUM CONSULTANTS INC | |||||
| 1349-B EAST GARRISON BLVD | GASTONIA | NC | 28054 | CONTRACTOR | 300666 |
| DIVERSIFIED INVESTMENT ADVISORS | |||||
| PO BOX 13029 | NEWARK | NJ | 07188 | INVESTMENT MANAGEMENT | 253025 |
| OLD DOMINION SECURITY COMPANY | |||||
| 2205 TOMLYNN STREET | RICHMOND | VA | 23230 | CONTRACTOR | 242998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 4686 | AllOtherContributions |
| Total Contributions | 4686 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FEES FROM RESIDENTS | 623000 | 9368909 | 9368909 |
| OTHER OPERATING INCOME | 623000 | 340533 | 340533 |
| ANCILLARY SER REV - NE | 623000 | 8804 | 8804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9718246 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 201253 | TotalRevenueColumn |
| Related Or Exempt Function Income | 201253 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9924185 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9919499 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3548141 | Total |
| Program Services | 3030804 | ProgramServices |
| Management And General | 517337 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111705 | Total |
| Program Services | 84248 | ProgramServices |
| Management And General | 27457 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260284 | Total |
| Program Services | 223203 | ProgramServices |
| Management And General | 37081 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271835 | Total |
| Program Services | 236085 | ProgramServices |
| Management And General | 35750 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64825 | Total |
| Management And General | 64825 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1751315 | Total |
| Program Services | 1205662 | ProgramServices |
| Management And General | 545653 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242753 | Total |
| Program Services | 241933 | ProgramServices |
| Management And General | 820 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165570 | Total |
| Program Services | 124635 | ProgramServices |
| Management And General | 40935 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4357 | Total |
| Management And General | 4357 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 887092 | Total |
| Program Services | 562092 | ProgramServices |
| Management And General | 325000 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63962 | Total |
| Program Services | 53602 | ProgramServices |
| Management And General | 10360 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9321 | Total |
| Program Services | 3842 | ProgramServices |
| Management And General | 5479 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3551717 | Total |
| Program Services | 3551717 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4125092 | Total |
| Program Services | 4125092 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213475 | Total |
| Program Services | 213475 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | 845412 | 10928 | 834484 |
| LICENSES & TAXES | 618142 | 614436 | 3706 |
| MEDICAL SUPPLIES | 521592 | 521592 | |
| REPAIRS & MAINTENANCE | 509847 | 478931 | 30916 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183726 | Total |
| Program Services | 144208 | ProgramServices |
| Management And General | 39518 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17950163 | Total |
| Program Services | 15426485 | ProgramServices |
| Management And General | 2523678 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1307806 | BOY |
| EOY | 3309610 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1517397 | BOY |
| EOY | 1527553 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148492 | BOY |
| EOY | 46280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 112382897 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13322025 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102165052 | BOY |
| EOY | 99060872 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6099904 | BOY |
| EOY | 4864550 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3162000 | BOY |
| EOY | 3244350 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10756018 | BOY |
| EOY | 11161077 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125156669 | BOY |
| EOY | 123214292 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6938873 | BOY |
| EOY | 6131109 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1037439 | BOY |
| EOY | 754533 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69708779 | BOY |
| EOY | 66062489 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75713029 | BOY |
| EOY | 86533590 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153398120 | BOY |
| EOY | 159481721 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -28251888 | BOY |
| EOY | -36281852 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10437 | BOY |
| EOY | 14423 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -28241451 | BOY |
| EOY | -36267429 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125156669 | BOY |
| EOY | 123214292 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -8025978 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2094 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11123 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3164 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4275 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4686 | CurrentTaxYear |
| Total | 25342 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1054037 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4509019 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6518323 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7651909 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9718246 | CurrentTaxYear |
| Total | 29451534 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1056131 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4520142 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6521487 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7656184 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9722932 | CurrentTaxYear |
| Total | 29476876 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 29476876 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 693755 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 238807 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 250006 | CurrentTaxYearMinus1Year |
| Current Tax Year | 201253 | CurrentTaxYear |
| Total | 1439769 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 693755 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 238807 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 250006 | CurrentTaxYearMinus1Year |
| Current Tax Year | 201253 | CurrentTaxYear |
| Total | 1439769 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 603 | CurrentTaxYearMinus3Years |
| Total | 603 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1112079 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5214500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6760294 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7906190 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9924185 | CurrentTaxYear |
| Total | 30917248 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95340 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94200 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04660 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05800 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 295586 | OtherCostOrOtherBasis |
| Book Value | 295586 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 109568808 | OtherCostOrOtherBasis |
| Depreciation | 12116211 | Depreciation |
| Book Value | 97452596 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2491605 | OtherCostOrOtherBasis |
| Depreciation | 1205814 | Depreciation |
| Book Value | 1285792 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26898 | OtherCostOrOtherBasis |
| Book Value | 26898 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 99060872 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED DEVELOPMENT COSTS | 5884629 |
| CASH ESCROW - DEPOSIT PROSPECTIVE MEMBERS | 2542966 |
| BOND ISSUANCE COSTS | 2677870 |
| OTHER RECEIVABLES | 55612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 11161077 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO PARENT COMPANY | $6,944,956 |
| REFUNDABLE FEES | $53,659,387 |
| DEFERRED REVENUE, ENTRANCE FEES | $11,364,847 |
| NOTE PAYABLE, AFFILIATE | $14,564,249 |
| OTHER LIABILITIES | $151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 86533590 | TotalOfAmounts |
| Total Revenue | 9924185 | TotalRevenue |
| Total Expenses | 17950163 | TotalExpenses |
| Excess Or Deficit For Year | -8025978 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -8025978 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9924185 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 9924185 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9924185 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17950163 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17950163 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17950163 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION MAINTAINS DEPOSITS FOR PROSPECTIVE RESIDENTS UNTIL THEY ARE ACCEPTED FOR RESIDENCY IN THE COMMUNITY. | |
| PART X: | EFFECTIVE JUNE 1, 2009, 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. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S COMBINED FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOW. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER P HENDERSON | |||||||||||||
| 0 | 238475 | 0 | 29592 | 0 | 6886 | 0 | 0 | 0 | 0 | 0 | 274953 | 0 | 0 |
| MARILYN M GLADDING | |||||||||||||
| 143370 | 0 | 13159 | 0 | 774 | 0 | 0 | 0 | 0 | 0 | 157303 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDA OF JAMES CITY COUNTY VIRGINIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 541139263 | IssuerEIN |
| CUSIP Number | 47029WAU1 | CUSIPNumber |
| Date Issued | 2007-08-01 | DateIssued |
| Issue Price | 113967646 | IssuePrice |
| Description Of Purpose | TO FINANCE THE CONSTRUCTION OF CCRC | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 47960000 | AmountRetired |
| Total Proceeds | 116701775 | TotalProceeds |
| Amount In Reserve Fund | 3504350 | AmountInReserveFund |
| Capitalized Interest | 10268216 | CapitalizedInterest |
| Issuance Costs From Proceeds | 2059486 | IssuanceCostsFromProceeds |
| Capital Expenditures | 111137939 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 1 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 1 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBIA(7108-7112) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 4.000000000000 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | 1 | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | 1 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE K, PART II, LINE 3 | TOTAL PROCEEDS CONSIST OF THE ISSUE PRICE OF $113,967,646 PLUS TOTAL INTEREST FROM FISCAL 2008 - 2012 OF $2,734,129. |
| SCHEDULE K, PART II, LINE 5 | CAPITALIZED INTEREST USED TO PAY INTEREST COSTS, LETTER OF CREDIT FEES, AND RE-MARKETING FEES. |
| SCHEDULE K, PART III, LINES 2, 3A, & 3B | A VERY SMALL AMOUNT OF THE FINANCED FACILITY IS LEASED TO, OR USED BY, PRIVATE BUSINESSES FOR THE BENEFIT OF THE RESIDENTS, I.E. BEAUTY SALON. THESE AREAS WERE FINANCED WITH THE COMPANY'S EQUITY CONTRIBUTIONS, NOT BOND PROCEEDS. |
| SCHEDULE K, PART IV, LINE 1 | THE COMPANY IS NOT REQUIRED TO FILE ANY FORMS RELATED TO ARBITRAGE REBATE UNTIL THE FIFTH ANNIVERSARY OF THE BOND ISSUANCE. I.E. AUGUST 2012 (FISCAL 2013). THE COMPANY CONTRACTS ANNUALLY WITH AN ARBITRAGE REBATE FIRM TO REVIEW THE BOND ISSUE AND IT HAS DETERMINED THERE IS NO CURRENT REBATE LIABILITY. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| VIRGINIA UNITED METHODIST HOMES SUPPORTING ORGANIZATION INC | ||||||||||
| 7113 THREE CHOPT ROAD | RICHMOND | VA | 23226 | 270185201 | TO SUPPORT VIRGINIA UNITED METHODIST HOMES AND WINDSORMEADE OF WILLIAMSBURG. | VA | 501 (C) (3) | PUBLIC | 0 | VIRGINIA UNITED METHODIST HOMES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| VIRGINIA UNITED METHODIST HOMES INC | |
| E | 21509205 |
| VIRGINIA UNITED METHODIST HOMES INC | |
| L | 388000 |
| VIRGINIA UNITED METHODIST HOMES INC | |
| J | 325000 |
| VIRGINIA UNITED METHODIST HOMES INC | |
| N | 296039 |
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