2011-05-13T08:01:57-05:00 2010-06-30 SCHECHTER DOKKEN KANTER CPA'S 100 WASHINGTON AVE SO 1600 MINNEAPOLIS MN 554012192 990 2009-07-01 411776635 VOLUNTEERS OF AMERICA ASSISTED LIVING COMMUNITIES VOLU 6129410305 7530 MARKET PLACE DRIVE EDEN PRAIRIE MN 55344 RON PATTERSON 2011-05-09 6123325500 2009 2016-02-24 21:20:13Z RON PATTERSON 1660 DUKE STREET ALEXANDRIA VA 22314 1118866 false 1736 X www.voa.org X 1994 MN SEE SCHEDULE O 12 11 8 25 0 2097 2037 1144656 1103530 0 13299 0 0 1146753 1118866 0 0 0 0 230802 232442 0 0 0 1183882 1156060 1414684 1388502 -267931 -269636 6634680 4103049 7250913 4983513 -616233 -880464 SEE SCHEDULE O false false 1285535 1116829 Volunteers of America Assisted Living Communities provides healthcare and assisted living services in Minnesota for seniors and those with disabilities. 1285535 true false false false false false false false false true false true false false false false false false false false false false false true true false false false false false false false false false false false false false true true false false false true 15 0 8 true false false false false false false false false false 12 11 true false false false true true true true true false false true true true true false false true true false MN X NANCY GAVIN 9529410305 7530 MARKET PLACE DRIVE EDEN PRAIRIE MN 55344 SHAWN BLOOM 3.0 X 0 0 0 DR RUSSELL HOLMAN 3.0 X 0 0 0 JOSEPH M LUBARSKY 3.0 X X 0 0 0 CHARLES W GOULD 4.0 X X 0 324133 42628 NANCY FELDMAN 3.0 X X 0 0 0 JOHN MORLAND 3.0 X 0 0 0 WALTER C PATTERSON 3.0 X X 0 0 0 CAROL BRYDEN MOORE 3.0 X X 0 0 0 ANN B SCHNARE 3.0 X 0 0 0 MATT NELSON 3.0 X 0 0 0 WILFRED COOPER SR 3.0 X 0 0 0 MICHAEL SPILANE 3.0 X 0 0 0 CARLOS MAESE 3.0 X 0 0 0 RON PATTERSON 4.0 X 0 192140 30832 DAVID BOWMAN 3.0 X 0 213684 12107 PATRICK SHERIDAN 3.0 X 0 168005 33306 TOM TURNBULL 3.0 X 0 125773 89555 ROBIN KELLER 3.0 X 0 77690 72455 WAYNE OLSEN 3.0 X 0 170451 58802 0 1271876 339685 0 false true false AVIANDS LLC PO BOX 1450 MINNEAPOLIS MN 55485 DIETARY SERVICES 306160 1 2037 2037 RENTAL-PATIENT 623000 1091950 1091950 RESIDENT SERVICES 623990 11580 11580 1103530 13299 13299 0 0 0 0 0 0 0 1118866 1103530 13299 0 0 0 0 0 0 209575 168472 41103 0 7399 7399 15468 15468 49740 49740 812 812 5901 5901 0 0 0 322289 322289 16034 16034 34346 34257 89 0 0 206452 204493 1959 1811 1811 0 2727 2727 221089 221089 0 215748 213591 2157 0 REPAIR & MAINTENANCE 51968 51448 520 BAD DEBT EXPENSE 1400 1400 DUES & SUBSCRIPTIONS 6465 6465 LICENSES 902 902 EMPLOYEE RECRUITMENT 1116 1116 17260 17260 1388502 1285535 102967 0 2500 2500 192445 241132 35392 15687 4082 2202 111191 112521 5471632 2215465 3345286 3256167 2943784 472840 6634680 4103049 302671 220830 6663712 4217870 284530 544813 7250913 4983513 X -616233 -880464 -616233 -880464 6634680 4103049 X false true true X false X 4513 2870 8339 2097 2037 19856 1230298 1207752 1266546 1144658 1103530 5952784 1234811 1210622 1274885 1146755 1105567 5972640 5972640 35534 36446 43799 13299 129078 35534 36446 43799 13299 129078 1270345 1247068 1318684 1146755 1118866 6101718 0.97885 0.97705 0.02115 0.02296 X 262372 262372 4291975 1655729 2636246 527270 260388 266882 53734 48252 5482 336281 251096 85185 3256167 BOND TRUST FUND 472840 472840 0 INTERCOMPANY PAYABLE 544813 544813 1118866 1388502 -269636 5405 5405 -264231 1105567 1105567 13299 13299 1118866 1375203 1375203 13299 13299 1388502 PART XII, LINE 4B INTEREST INCOME - $13,299 PART XIII, LINE 4B INTEREST INCOME - $13,299 false false false false false false false false false CHARLES W GOULD 0 322169 0 100 0 1864 0 30915 0 7340 0 362388 0 162067 RON PATTERSON 0 182010 0 101 0 10029 0 16843 0 13989 0 222972 0 96070 DAVID BOWMAN 0 212771 0 100 0 813 0 0 0 12107 0 225791 0 106842 PATRICK SHERIDAN 0 166434 0 101 0 1470 0 33306 0 0 0 201311 0 84003 TOM TURNBULL 0 124126 0 100 0 1547 0 27614 0 61941 0 215328 0 62887 ROBIN KELLER 0 76861 0 100 0 729 0 10268 0 62187 0 150145 0 38845 WAYNE OLSEN 0 160326 0 100 0 10025 0 17630 0 41172 0 229253 0 85226 PART I, LINE 3 THE ORGANIZATION RELIED ON VOA NATIONAL SERVICES TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. VOANS USES THE FOLLOWING METHODS: 1) INDEPENDENT COMPENSATION CONSULTANT 2) COMPENSATION SURVEY OR STUDY 3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE COLORADO HEALTH FACILITIES AUTHORITY 840752932 196475AHO 2007-05-03 37488102 REFUND PREVIOUS BONDS, FINANCING false false 37488102 2526640 35214805 389895 3255088 2010 true true true true false false false false false false PART I, LINE 1 AND PART III, LINE 1 Established in 1896, Volunteers of America is a national, nonprofit, faith-based organization providing services such as housing and healthcare to more than 2 million people in over 400 communities each year. In support of that mission, Volunteers of America Assisted Living Communities was organized and is operated to engage in, advance, support, promote, and administer health and health-related services and supportive services to seniors and disabled individuals. PART VI, SECTION A, LINE 2 Charles Gould, David Bowman, Ron Patterson, Thomas Turnbull, Patrick Sheridan, and Robin Keller have business relationships with each other, because they also serve as directors, officers, and/or key employees of Volunteers of America, Inc., Volunteers of America National Services, and/or their related organizations. PART VI, SECTION A, LINE 6 VOA NATIONAL SERVICES IS A MEMBER. PART VI, SECTION A, LINE 7a VOA NATIONAL SERVICES CAN ELECT OR APPOINT DIRECTORS. PART VI, SECTION A, LINE 7B VOA NATIONAL SERVICES APPROVES AMENDMENTS TO THE ARTICLES AND BYLAWS. PART VI, SECTION B, LINE 11 TAX RETURN IS PREPARED AND GIVEN TO THE BOARD OF DIRECTORS. THE BOARD WILL HAVE 5 DAYS TO REVIEW AND GIVE COMMENTS ON THE RETURN. AFTER THE COMMENTS ARE GIVEN, THE RETURN WILL BE FILED. PART VI, SECTION B, LINE 12 THE POLICY REQUIRES OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE POLICY AND DISCLOSURE FORM ARE DISTRIBUTED AND COLLECTED ANNUALLY, AND INDIVIDUALS ARE REQUIRED TO UPDATE THE DISCLOSURE FORM THORUGHOUT THE YEAR IN THE EVENT POTENTIAL CONFLICTS ARISE. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS. PART VI, SECTION B, LINE 13 The organization follows the Whistleblower Policy adopted by its corporate parent, Volunteers of America National Services. PART VI, SECTION B, LINE 14 The organization follows the Document Retention and Destruction Policy adopted by its corporate parent, Volunteers of America National Services. Part VI, Section B, Line 15 Yes. The organization's CEO is not compensated by the organization but is compensated by a related organization, Volunteers of America, Inc. Volunteers of America's process for determining compensation of the organization's CEO, officers,and key employees includes review and approval by a compensation committee formed of independent members appointed by the Board of Directors. The Compensation Committee reviews compensation data with respect to functionally comparable senior management-level positions at organizations similar to Volunteers of America in size, geographic location, national presence, industry and other relevant factors, and determines a permissible range of pay between the 50th and 75th percentile of compensation received by comparators. Compensation data is gathered from published survey sources and using the services of an outside compensation consulting firm. This process was most recently undertaken by the organization in January 2009, to establish the compensation of the following individuals: Charles Gould, CEO; David Bowman, Assistant Secretary/Assistant Treasurer; Ron Patterson, Assistant Secretary/Assistant Treasurer; Tom Turnbull, Assistant Secretary/Assistant Treasurer; and Patrick Sheridan, Assistant Secretary. PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SCHEDULE K, PART I Colorado Health Facilities Authority bonds are obligations of both Volunteers of America Care Facilities and Volunteers of America Assisted Living Communities. VOA Adirondacks Affordable Housing LLC 1660 Duke Street Alexandria VA 22314 470865549 Housing NY 0 0 NA Forest Towers II LLC 1660 Duke Street Alexandria VA 22314 261471539 Housing LA 0 0 NA Essex Street Commercial LLC 1660 Duke Street Alexandria VA 22314 943448768 Housing MA 0 0 NA Virginia Beach MR 1660 Duke Street Alexandria VA 22314 520610547 Housing VA 501(c)3 9 NA Decatur VOA Living Center Inc 1660 Duke Street Alexandria VA 22314 582005296 Housing AL 501(c)3 9 NA Grand Junction VOA Elderly Housing Inc 1660 Duke Street Alexandria VA 22314 582013960 Housing CO 501(c)3 9 NA Greater Harrisburg VOA Living Center Inc 1660 Duke Street Alexandria VA 22314 581917709 Housing PA 501(c)3 9 NA Plains Township VOA Living Center Inc 1660 Duke Street Alexandria VA 22314 581876023 Housing PA 501(c)3 9 NA Rocklin VOA Elderly Housing Inc 1660 Duke Street Alexandria VA 22314 582010055 Housing CA 501(c)3 9 NA VOANS Parkway Inc 1660 Duke Street Alexandria VA 22314 412000376 Housing MN 501(c)3 9 NA Gulf Care Inc 1660 Duke Street Alexandria VA 22314 592239342 Health Care FL 501(c)3 9 NA Volunteers of America Care Facilities 1660 Duke Street Alexandria VA 22314 410965829 Health Care MN 501(c)3 9 NA Sleepy Eye Area Home Health Inc 7530 Market Place Drive Eden Prairie MN 55344 411939439 Health Care MN 9 NA Brightway Commons V 1660 Duke ST Alexandria VA Alexandria VA 22314 204296562 Housing DE NA Unrelated 0 0 false 0 false Brightway Commons I 1660 Duke ST Alexandria VA Alexandria VA 22314 262083298 Housing DE NA Unrelated 0 0 false 0 false Brunswick VOA Affor 1660 Duke ST Alexandria VA Alexandria VA 22314 208138425 Housing MD NA Unrelated 0 0 false 0 false Burns Manor VOA Aff 1660 Duke ST Alexandria VA Alexandria VA 22314 061820792 Housing CA NA Unrelated 0 0 false 0 false VOANS Capital Park 1660 Duke ST Alexandria VA Alexandria VA 22314 542058988 Housing DE NA Unrelated 0 0 false 0 false Casa De Rosal Owner 1660 Duke ST Alexandria VA Alexandria VA 22314 260615674 Housing CO NA Unrelated 0 0 false 0 false Benton Harbor I VOA 1660 Duke ST Alexandria VA Alexandria VA 22314 383504488 Housing MI NA Unrelated 0 0 false 0 false Benton Harbor II VO 1660 Duke ST Alexandria VA Alexandria VA 22314 383504495 Housing MI NA Unrelated 0 0 false 0 false VOA Eastern Avenu 1660 Duke ST Alexandria VA Alexandria VA 22314 521908276 Housing MD NA Unrelated 0 0 false 0 false Elm Street Commu 1660 Duke ST Alexandria VA Alexandria VA 22314 710810969 Housing AR NA Unrelated 0 0 false 0 false Greenbriar VOA Aff 1660 Duke ST Alexandria VA Alexandria VA 22314 260087019 Housing CA NA Unrelated 0 0 false 0 false VOA St Louis HOPE 1660 Duke ST Alexandria VA Alexandria VA 22314 061598374 Housing MO NA Unrelated 0 0 false 0 false Battle Creek VOA A 1660 Duke ST Alexandria VA Alexandria VA 22314 412130781 Housing MI NA Unrelated 0 0 false 0 false Lord Tennyson VOA 1660 Duke ST Alexandria VA Alexandria VA 22314 260087020 Housing CA NA Unrelated 0 0 false 0 false Palomar VOA Afford 1660 Duke ST Alexandria VA Alexandria VA 22314 262086068 Housing CA NA Unrelated 0 0 false 0 false Montrose VOA Hou 1660 Duke ST Alexandria VA Alexandria VA 22314 721429716 Housing CO NA Unrelated 0 0 false 0 false Sierra Manor VOA 1660 Duke ST Alexandria VA Alexandria VA 22314 262821963 Housing NV NA Unrelated 0 0 false 0 false VOA Sunset Housing 1660 Duke ST Alexandria VA Alexadria VA 22314 870725914 Housing DE NA Unrelated 0 0 false 0 false South Brunswick VOA 1660 Duke ST Alexandria VA Alexandria VA 22314 203821230 Housing NJ NA Unrelated 0 0 false 0 false VOANS Woodlands on 1660 Duke ST Alexandria VA Alexandria VA 22314 300101444 Housing OH NA Unrelated 0 0 false 0 false Chestnut Hill VOA Aff 1660 Duke ST Alexandria VA Alexandria VA 22314 263443328 Housing OH NA Unrelated 0 0 false 0 false Forest Towers II Limit 1660 Duke ST Alexandria VA Alexandria VA 22314 261471593 Housing LA NA Unrelated 0 0 false 0 false Harborview VOA Aff 1660 Duke ST Alexandria VA Alexandria VA 22314 900409299 Housing NJ NA Unrelated 0 0 false 0 false Southwoods VOA Aff 1660 Duke ST Alexandria VA Alexandria VA 22314 263529401 Housing OK NA Unrelated 0 0 false 0 false The Terraces Limited 1660 Duke ST Alexandria VA Alexandria VA 22314 260546751 Housing LA NA Unrelated 0 0 false 0 false Tulane Avenue SRO 1660 Duke ST Alexandria VA Alexandria VA 22314 721401537 Housing LA NA Unrelated 0 0 false 0 false VOASunset Park Ltd 1660 Duke ST Alexandria VA Alexandria VA 22314 954134920 Housing CA NA Unrelated 0 0 false 0 false Arbor Place Apartmen 1660 Duke ST Alexandria VA Alexandria VA 22314 593322359 Housing FL NA Unrelated 0 0 false 0 false Duncan Village II LLC 1660 Duke ST Alexandria VA Alexandria VA 22314 204892646 Housing SC NA Unrelated 0 0 false 0 false Lancaster Manor II LLC 1660 Duke ST Alexandria VA Alexandria VA 22314 204892571 Housing SC NA Unrelated 0 0 false 0 false Pageland Place II LLC 1660 Duke ST Alexandria VA Alexandria VA 22314 204892691 Housing SC NA Unrelated 0 0 false 0 false 467-479 Essex Street 1660 Duke ST Alexandria VA Alexandria VA 22314 202717125 Housing MA NA Unrelated 0 0 false 0 false Blakeley VOA Afford 1660 Duke ST Alexandria VA Alexandria VA 22314 943448776 Housing MA NA Unrelated 0 0 false 0 false Essex Street Develop 1660 Duke ST Alexandria VA Alexandria VA 22314 208386926 Housing MA NA Unrelated 0 0 false 0 false Skyland Apartments 1660 Duke ST Alexandria VA Alexandria VA 22314 260887908 Housing NC NA Unrelated 0 0 false 0 false Terraces on Tulane LLC 1660 Duke ST Alexandria VA Alexandria VA 22314 260546697 Housing LA NA Unrelated 0 0 false 0 false Brunswick VOA Housing Inc 1660 Duke Street Alexandria VA 22314 208138312 Housing MD NA C Corporation 0 0 0.00000 VOANS Capital Park Inc 1660 Duke Street Alexandria VA 22314 412000500 Housing MN NA C Corporation 0 0 0.00000 Benton Harbor I Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 383504494 Housing MI NA C Corporation 0 0 0.00000 Benton Harbor II Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 383504493 Housing MI NA C Corporation 0 0 0.00000 Promote Elm Street 1660 Duke Street Alexandria VA 22314 710820206 Housing AR NA C Corporation 0 0 0.00000 VOA St Louis Hope VI GP Inc 1660 Duke Street Alexandria VA 22314 061598370 Housing MO NA C Corporation 0 0 0.00000 South Brunswick VOA Affordable Housing I 1660 Duke Street Alexandria VA 22314 161738925 Housing NJ NA C Corporation 0 0 0.00000 VOANS Woodlands on Lafayette Inc 1660 Duke Street Alexandria VA 22314 300101440 Housing OH NA C Corporation 0 0 0.00000 Blakeley VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 202680055 Housing MA NA C Corporation 0 0 0.00000 Minnesota Affordable Housing Trust Inc 1660 Duke Street Alexandria VA 22314 311482219 Housing MN NA C Corporation 0 0 0.00000 Shaker Place VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 271320733 Housing OH NA C Corporation 0 0 0.00000 Chestnut Hill VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 263443014 Housing OH NA C Corporation 0 0 0.00000 Sierra Manor VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 262821850 Housing NV NA C Corporation 0 0 0.00000 Southwoods VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 263529092 Housing OK NA C Corporation 0 0 0.00000 Burns Manor VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 061820792 Housing CA NA C Corporation 0 0 0.00000 VOA Skylands Apartments Asheville Inc 1660 Duke Street Alexandria VA 22314 260887632 Housing NC NA C Corporation 0 0 0.00000 Brightway Commons II VOA Affordable Hous 1660 Duke Street Alexandria VA 22314 262083095 Housing DE NA C Corporation 0 0 0.00000 Palomar VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 262085746 Housing CA NA C Corporation 0 0 0.00000 Terraces on Tulane LLC 1660 Duke Street Alexandria VA 22314 260546697 Housing LA NA C Corporation VOA Adirondacks Affordable Housing LLC 1660 Duke Street Alexandria VA 22314 470865549 Housing NY NA C Corporation Minnesota Affordable Housing Trust Inc 1660 Duke Street Alexandria VA 22314 311482219 Housing MN NA C Corporation false false false false false false false false false false false true false true true false false false VOLUNTEERS OF AMERICA NATIONAL SERVICES O 197974