2011-01-15T14:20:39-06:00 2010-05-31 Mitchell Wiggins & Company LLP 100 Flank Road Petersburg VA 238059152 990 2009-06-01 540720603 VIRGINIA UNITED METHODIST HOMES INC VIRG 8044748700 7113 THREE CHOPT ROAD No 300 RICHMOND VA 23226 Christopher P Henderson 8046731031 2011-01-15 1 William A Young Jr CPA 8047335566 2009 2016-02-24 21:20:13Z CHRISTOPHER P HENDERSON 7113 THREE CHOPT ROAD No 300 RICHMOND VA 23226 57276559 0 X VUMH.ORG X 1945 VA To provide facilities, services and programs to enhance the quality of life for older persons. 10 9 963 700 0 0 2457577 3720102 44591105 44130071 -1833511 1792693 0 45215171 49642866 0 0 25771646 24818550 0 127475 20030133 19139292 45801779 43957842 -586608 5685024 148705193 157178086 96237177 96943215 52468016 60234871 The mission of Virginia United Methodist Homes, Inc. (VUMH) is to provide facilities, services and programs to enhance the quality of life for older persons. 0 0 38771004 45922764 VUMH provides for the housing, health care and financial security needs of aged persons at its five continuing care retirement communities and one assisted living facility in Virginia. VUMH is also the sole member of Virginia United Methodist Homes of Williamsburg, Inc., which owns and operates a continuing care retirement community in Williamsburg, Virginia. Each of these residential communities provides for the physical, emotional, recreational, social and religious needs of the elderly through specialized programs. These communities serve a diverse range of residents with excellent, compassionate care in a Christian environment. VUMH 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 (including dementia and Alzheimer's) care, physical therapy and related health care services. VUMH 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, VUMH has established the Samaritan Program, through which funds are solicited by various means on behalf of residents who may become unable to pay a portion or all of their expenses, including direct solicitation of members of the United Methodist Church. 38771004 1 1 0 1 0 0 0 1 1 1 0 1 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 1 0 0 0 1 115 0 963 1 0 0 0 0 0 0 0 0 0 0 0 10 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X CORPORATE OFFICERS 8044748700 7113 THREE CHOPT ROAD SUITE 300 RICHMOND VA 23226 Christopher P Henderson 40.00 X X X 225250 0 0 Sue J Stewart X 0 0 0 Rev Robert F Cofield X 0 0 0 Thomas R Harrison Jr X 0 0 0 Kelli Mansel-Arbuckle X 0 0 0 HON James S Mathews X 0 0 0 Donald D Sowder X 0 0 0 Robert L Eanes X 0 0 0 John B Scott X 0 0 0 Ernest S Wittich X 0 0 0 Bishop Charlene P Kamme X 0 0 0 Carmel Roques 40.00 X X 178500 0 0 Marilyn M Gladding 40.00 X X 0 151200 0 RICHard BOTTONE 40.00 X 121300 0 0 Edward Watkins 40.00 X 140000 0 0 NANCY BRECHTELSBAUER 40.00 X 133000 0 0 798050 151200 0 5 0 1 0 Virginia Foodservice Group LLC PO Box 28010 RIchMOND VA 23228 Food Service 657596 Sysco Food Service of VA PO Box 20020 Harrisonburg VA 22801 Food Service 633173 Thomas A Cooper PC 7110 Forest Ave Suite 202 RIchMOND VA 23226 Legal Service 531962 DMA Floors Inc PO Box 7893 RichMOND VA 23231 Construction 434393 CTS INTEGRATION INC 9702 Gayton Road-Suite 195 RichmonD VA 23233 CONSULTANT 420202 38 3720102 3720102 FEES FROM RESIDENTS 623000 42344370 42344370 OTHER OPERATING INCOME 623000 1478624 1478624 ANCILLARY SER REV - NE 623000 281311 281311 Other nonoperating inc 623000 25766 25766 44130071 1947215 1947215 7477771 1400 7499436 134257 -21665 -132857 -154522 -154522 49642866 45922764 0 0 403750 403750 20555920 18351602 2110224 94094 672665 566948 100907 4810 1649944 1483730 158498 7716 1536271 1368716 164190 3365 375857 375857 64000 64000 5631 5631 2379098 1290832 1088266 358797 338949 4816 15032 304575 158270 144928 1377 48568 48202 366 3149395 3058475 90920 45296 5178 40118 25301 12532 12758 11 2331568 2331568 4257518 4257518 760687 760687 MEDICAL SUPPLIES 2462414 2462414 Repairs & Maintenance 1369243 1242365 126878 APARTMENT EXPENSES 636235 636235 HOUSEKEEPING SUPPLIES 231189 231189 EMPLOYEE RECRUITING & R 96971 29867 67010 94 236949 183929 52410 610 43957842 38771004 5059363 127475 9503880 9082238 242909 310672 51101 76995 319627 337917 127650615 61569810 67745712 66080805 44059207 51078615 26782757 30210844 148705193 157178086 4855062 4639859 50376357 51996507 652950 1063903 40275000 39185000 77808 57946 96237177 96943215 X 46620442 43289930 2873636 2841872 2973938 14103069 52468016 60234871 148705193 157178086 X 0 1 1 X 0 X 1485955 2440328 2262610 2457577 3720102 12366572 41810294 43584164 44724124 44591105 44130071 218839758 43296249 46024492 46986734 47048682 47850173 231206330 0 0 0 231206330 1542305 1838624 2239257 2115864 1947215 9683265 1542305 1838624 2239257 2115864 1947215 9683265 888473 4290975 -826406 -3949375 -154522 249145 45727027 52154091 48399585 45215171 49642866 241138740 0.95880 0.92400 0.04020 0.03290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 5631 0 0 5631 0 0 1 2973938 2973938 2973938 2973938 1.00000 0 0 9716536 9716536 102170498 49184702 52985796 51329 51228 101 14102553 12333880 1768673 1609699 1609699 66080805 ACCRUED INCOME RECEIVABLE 120820 BOND ISSUANCE COSTS 557644 BEQUEST AND LEGACIES RECEIVABLE 11134131 DUE FROM SUBSIDIARY 3834000 NOTE REC-SUBORDINATED NOTE-Affiliate 14564249 30210844 Other Liabilities 57946 57946 49642866 43957842 5685024 2081831 2081831 7766855 49642866 0 49642866 0 49642866 43957842 0 43957842 0 43957842 Part IV, Line 2b: The Organization maintains deposits for prospective residents until they are accepted for residency in the community. Part V, Line 4: Description of Intended Use of Endowment Funds: The income from VUMH's permanently restricted endowment fund is dedicated to provide monies to defray the cost of housing and services to persons in VUMH communities who are unable to provide such monies on their own behalf. X X X X X 0 0 0 0 0 0 0 0 0 Christopher P Henderson 215250 0 10000 0 0 0 0 0 0 0 225250 0 0 0 Carmel Roques 178500 0 0 0 0 0 0 0 0 0 178500 0 0 0 Marilyn M Gladding 0 140000 0 11200 0 0 0 0 0 0 0 151200 0 0 Form 990, Part VI, Section B, line 11 Consistent with the organization's 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 its Governing Board, and was approved by the Board prior to its filing. Form 990, Part VI, Section B, line 12c All Board members annually sign a sworn disclosure statement. The information stated in the sworn disclosure statement is included in the Annual Disclosure Statement filed with the State Corporation Commission of Virginia by September 30 of each year. Form 990, Part VI, Section B, line 15 VUMH uses an HR consultant to compare VUMH positions to like positions in the market. The market analysis methodology defines the marketplace 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 VUMH's Articles of Incorporation are on file with the State Corporation Commission of Virginia and available to the public on request. VUMH's conflict of interest policy is available to the public upon written request. VUMH's audited financial statements are included in its annual Disclosure Statement filed with the State Corporation Commission of Virginia. That Disclosure Statement is made available to all VUMH residents and to the public upon request. In addition, VUMH's financial information is made available to the public on GUIDESTAR.ORG. Form 990, Part XI, 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. Virginia United Methodist Home of Williamsburg DBA Windsormeade of Williams 7113 Three Chopt Road Richmond VA 23226 300173798 To provide facilities, services and programs to enhance the quality of life VA 501 (c) (3) Public Virginia United Methodist Homes Virginia United Methodist Homes Supporting Organization Inc 7113 Three Chopt Road richmond VA 23226 270185201 To maintain funds that may only be used to support VUMH and/or WindsorMeade VA 501 (c) (3) public virginia United Methodist Homes 1 1 0 1 0 0 0 0 1 0 1 0 1 1 0 0 0 0 Virginia United Methodist Homes Supporting Organization Inc B 271186 Virginia United Methodist Home of Williamsburg Inc DBA Windsormeade of W D 18398249 Virginia United Methodist Home of Williamsburg Inc DBA Windsormeade of W A 879000 Virginia United Methodist Home of Williamsburg Inc DBA Windsormeade of W K 420000 Virginia United Methodist Home of Williamsburg Inc DBA Windsormeade of W I 325000 Virginia United Methodist Home of Williamsburg Inc DBA Windsormeade of W N 225250