2011-01-12T11:34:24-06:00 2010-05-31 DINGUS ZARECOR & ASSOCIATES 12015 E MAIN STE A SPOKANE VALLEY WA 99206 990 2009-06-01 910715658 SPOKANE UNITED METHODIST HOMES DBA ROCKWOOD RETIREMENT COMMUNITIES SPOK 5095366650 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 JAMES A MAXWELL 5095366650 2011-01-12 true TOM DINGUS 5092420874 2011-01-12 2009 2016-02-24 21:20:13Z ALAN CURRYER CEO 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 23181032 false X WWW.ROCKWOODRETIREMENT.ORG X 1957 WA SPOKANE UNITED METHODIST HOMES, DOING BUSINESS AS ROCKWOOD RETIREMENT COMMUNITIES (SUMH), IS A NOT-FOR-PROFIT CORPORATION DEDICATED TO PROVIDING SERVICES AND HOUSING TO OLDER ADULTS WITH A COMMITMENT TO EXCELLENCE IN PROMOTING INDEPENDENCE, WELLNESS, AND LIFELONG VITALITY. 14 14 438 213 0 65796 105404 16856549 17367438 -168809 839121 375194 423603 17128730 18735566 0 0 8860204 9720558 0 61632 9396120 9229907 18256324 18950465 -1127594 -214899 75608719 73911221 80736026 79095918 -5127307 -5184697 SPOKANE UNITED METHODIST HOMES, DOING BUSINESS AS ROCKWOOD RETIREMENT COMMUNITIES (SUMH), IS A NOT-FOR-PROFIT CORPORATION DEDICATED TO PROVIDING SERVICES AND HOUSING TO OLDER ADULTS WITH A COMMITMENT TO EXCELLENCE IN PROMOTING INDEPENDENCE, WELLNESS, AND LIFELONG VITALITY. false false 15875605 17367438 SPOKANE UNITED METHODIST HOMES, DBA ROCKWOOD RETIREMENT COMMUNITIES (SUMH), ASSISTS ELDERLY PERSONS, INCLUDING THOSE WHO LACK ADEQUATE FINANCIAL MEANS TO PROVIDE FOR THEMSELVES, WITH FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED, AND TO CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING. SUMH OPERATES IN TWO LOCATIONS OR DIVISIONS, ROCKWOOD SOUTH AND ROCKWOOD AT HAWTHORNE, EACH OF WHICH PROVIDES DWELLINGS, APARTMENTS, AND A HEALTH CENTER FOR RESIDENTS. SUMH SERVED 509 RESIDENTS DURING THE YEAR ENDED MAY 31, 2010. IT ALSO PROVIDED 19,151 DAYS OF SKILLED NURSING CARE AND 193,962 DAYS IN TOTAL OF RESIDENT SERVICES TO AGING ADULTS IN THE YEAR ENDED MAY 31, 2010. 15875605 true true false false false false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true false false true 71 0 true 438 true false false false false false false false false false false false false false false 14 14 false false false false false false false true true false false true true true true true true true true false WA X X JAMES MAXWELL 5095366650 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 BEN NIELSEN 1.00 X 0 0 0 JOYCE JOHNSON 1.00 X 0 0 0 ARTHUR HAYASHI 1.00 X 0 0 0 REV DALE COCKRUM 1.00 X 0 0 0 MINA GOKEE 1.00 X 0 0 0 DENNIS KIFER 1.00 X 0 0 0 MARY ANN MCCURDY 1.00 X 0 0 0 JODY HAMILTON 1.00 X 0 0 0 CONNIE MILTON 1.00 X 0 0 0 BILL MOORE 1.00 X 0 0 0 GREG PLUMMER 1.00 X 0 0 0 JOHN RICHARDS 1.00 X 0 0 0 TIMOTHY SWARTOUT 1.00 X 0 0 0 ANN RYMOND TULING 1.00 X 0 0 0 BOB MCDONALD 1.00 X 0 0 0 ALAN CURRYER 40.00 X 166856 0 31130 JAMES MAXWELL 40.00 X 109852 0 20250 JAAK JUHKENTAAL 40.00 X 107092 0 14068 383800 65448 3 false true false SODEXHO MARRIOTT SERVICES P O BOX 43283 LOS ANGELES CA 90088 FOOD SERVICES 1272149 ADVANCED FIRE PROTECTION 1606 E HOLYOKE 8 SPOKANE WA 99217 PROF. SERVICES 313816 ZECK BUTLER ARCHITECTS 421 W RIVERSIDE AVE SUITE 860 SPOKANE WA 99201 ARCHITECT SERV. 255772 WALKER CONSTRUCTION PO BOX 3901 SPOKANE WA 99220 CONTRACTOR SERV 220811 NORTHWEST THERAPY RESOURCES 11915 E BROADWAY SUITE 100 SPOKANE VALLEY WA 99206 PHYSICAL THRPY 160797 10 105404 105404 HEALTH SVS & CHARGES 623000 8090844 8090844 MONTHLY SERVICE FEES 623000 6383704 6383704 LIFE TENANCY CONTRACTS 623000 2892890 2892890 17367438 530340 530340 62271 62271 62271 62271 4516080 238167 4227445 218021 288635 20146 308781 308781 OTHER 900099 126911 126911 FOOD SERVICE REVENUE 722320 125929 125929 HOUSEKEEPING FEE REVENUE 812900 62699 62699 45793 45793 361332 18735566 17367438 1262724 452229 452229 7132399 6251786 836883 43730 600704 478696 116777 5231 690888 622046 68487 355 844338 741071 99933 3334 31445 31445 59875 59875 107215 107215 464749 215678 245241 3830 153319 3783 149536 741316 346109 395131 76 1543026 1391351 151675 48844 7561 39806 1477 39587 16522 23065 1657189 1611115 46074 2389226 2325819 63407 238953 134723 104230 DIETARY 1275464 1275464 REPAIRS AND MAINTENANCE 178894 64119 114775 LICENSES & OTHER TAXES 173398 4032 169366 OTHER EXPENSES 84672 39249 42493 2930 DUES AND SUBSCRIPTIONS 42735 3200 38866 669 343281 -343281 18950465 15875605 3013228 61632 48250 159267 7205833 3049511 342413 339935 43450 43450 633121 682238 86454394 30574355 55975464 55880039 8679139 11778009 1000 1000 2680049 1977772 75608719 73911221 2211613 2465441 42919103 41100045 25490000 25305000 6070000 5445000 4045310 4780432 80736026 79095918 X -5127307 -5184697 -5127307 -5184697 75608719 73911221 X false true true X false X 143809 48707 57345 65796 105404 421061 14481827 15127074 16425734 16856549 17367438 80258622 14625636 15175781 16483079 16922345 17472842 80679683 80679683 712738 1027618 1038265 -101484 881246 3558383 712738 1027618 1038265 -101484 881246 3558383 275899 301881 328945 305448 361332 1573505 15614273 16505280 17850289 17126309 18715420 85811571 0.94020 0.94250 0.04000 0.04000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false 3229587 3229587 65832328 24276018 41556310 5380741 3641305 1739436 12011738 2657032 9354706 55880039 INTEREST RATE SWAP PAYABLE 3199000 PENSION PAYABLE 1231343 DEPOSITS 166250 GIFT ANNUITIES INTEREST TO FOUNDATN 113914 GIFT ANNUITIES 69925 4780432 X true true X X X false false false false false false false false false ALAN CURRYER 166856 31130 197986 FRINGE OR EXPENSE EXPLANATION SCHEDULE J, PAGE 1, PART I, LINE 1A THE BOARD OF TRUSTEES AUTHORIZES ROCKWOOD RETIREMENT COMMUNITIES TO PAY FOR THE CEO'S MEMBERSHIP IN THE SPOKANE CLUB AS A REPRESENTATIVE OF ROCKWOOD RETIREMENT COMMUNITIES. THE CLUB IS A SOCIAL, BUSINESS, AND FITNESS CLUB FOR MEMBERS ONLY. ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION SPOKANE UNITED METHODIST HOMES, DOING BUSINESS AS ROCKWOOD RETIREMENT COMMUNITIES (SUMH), IS A NOT-FOR-PROFIT CORPORATION DEDICATED TO PROVIDING SERVICES AND HOUSING TO OLDER ADULTS WITH A COMMITMENT TO EXCELLENCE IN PROMOTING INDEPENDENCE, WELLNESS, AND LIFELONG VITALITY. FIRST ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A 31, 2010. IT ALSO PROVIDED 19,151 DAYS OF SKILLED NURSING CARE AND 193,962 DAYS IN TOTAL OF RESIDENT SERVICES TO AGING ADULTS IN THE YEAR ENDED MAY 31, 2010. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11 A COPY OF THE 990 IS PROVIDED TO THE CHIEF FINANCIAL OFFICER, WHO REVIEWS THE FORM, SCHEDULES, AND RELATED ATTACHMENTS. ANY COMMENTS OR QUESTIONS ARE ADDRESSED WITH THE PREPARER AND A REVISED DRAFT IS DISTRIBUTED TO THE BOARD OF TRUSTEES. THE TRUSTEES ARE THEN GIVEN TIME TO SEND IN COMMENTS AND QUESTIONS. ONCE MANAGEMENT IS SATISFIED WITH THE 990, THE TREASURER SIGNS THE FORM 8879-EO AUTHORIZING THE PREPARER TO E-FILE THE RETURN. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION ANNUALLY DISTRIBUTES A COPY OF ITS CONFLICTS OF INTEREST POLICY FOR THE BOARD MEMBERS TO REVIEW, DISCLOSE ANY POTENTIAL CONFLICTS, AND SIGN. IN ADDITION, ALL EMPLOYEES, OFFICERS, AND MEMBERS OF THE BOARD OF TRUSTEES ARE OBLIGATED TO DISCLOSE IN WRITING TO THE CHIEF EXECUTIVE OFFICER OR THE BOARD OF TRUSTEES THE NATURE AND EXTENT OF ANY DIRECT OR INDIRECT INTEREST ANY SUCH PERSON OR ANY MEMBER OF HIS OR HER IMMEDIATE FAMILY HAS IN ANY ENTITY DOING BUSINESS WITH THE CORPORATION OR HAVING ANY FINANCIAL INTEREST IN ANY DEALINGS WITH THE CORPORATION. THE BOARD'S GOVERNANCE COMMITTEE MONITORS AND ENFORCES COMPLIANCE BY REQUESTING AN AD HOC COMMITTEE TO REVIEW ANY CONFLICTS AND PRESENT A RESOLUTION TO THE BOARD. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF TRUSTEES USES DATA FROM THE AAHSA-CEMO LEADERSHIP COMPENSATION SURVEY AND FROM OTHER ENTITIES IN THE SAME AND SIMILAR INDUSTRIES TO DETERMINE THE CEO'S COMPENSATION. THE BOARD'S EXECUTIVE COMMITTEE IS IN CHARGE OF THIS PROCESS. THE BOARD AS A WHOLE MUST THEN APPROVE THE CEO'S COMPENSATION. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B THE CEO USES THE ORGANIZATION'S BUDGETING PROCESS, THE AAHSA-CEMO LEADERSHIP COMPENSATION SURVEY, AND COMPARISON TO OTHER ORGANIZATION TO DETERMINE THE COO AND CFO COMPENSATION. THE BOARD OF TRUSTEES MUST THEN GIVE FINAL APPROVAL OF THE BUDGET, WHICH INCLUDES THE CFO AND COO COMPENSATION. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 SUMH MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONAL INFORMATION SCHEDULE O FORM 990, PART X, LINE 10 - DESCRIPTION OF DEPRECIATION EXPENSE COMPUTATION IT IS THE ORGANIZATION'S POLICY TO EXPENSES MAINTENANCE AND REPAIRS AS INCURRED AND CAPITALIZE BETTERMENTS, MAJOR RENEWALS, AND OTHER PROPERTY AND EQUIPMENT PURCHASES OVER 1,000. PURCHASED PROPERTY, BUILDINGS AND EQUIPMENT ARE STATED AT COST. BUILDINGS AND BUILDING IMPROVEMENTS HAVE ESTIMATED USEFUL LIVES OF 5 TO 50 YEARS. ALL OTHER DEPRECIABLE ASSETS HAVE ESTIMATE USEFUL LIVES OF 5 TO 20 YEARS. DEPRECIATION EXPENSE IS CALCULATED ON THE STRAIGHT-LINE METHOD. FORM 990, PART XI, LINE 2C THE BOARD OF TRUSTEES' AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. ROCKWOOD RESIDENTS' FOUNDATION 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 911472275 FUNDRAISIN WA 501 11A N/A APPLEWAY COURT 202 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 264423348 HOUSING WA 501 7 SUMH ROCKWOOD SERVICE COMPANY 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 911452829 NURSING WA SUMH C CORP 1.00000 false false true false false false false false false false false true true true true true false false