2011-10-27T13:24:37-07:00 2011-03-31 990 2010-04-01 510249314 VIRGINIA MENNONITE RETIREMENT COMMUNITY VIRG 5404384225 1501 VIRGINIA AVE HARRISONBURG VA 22802 Curtis Stutzman 5405643400 2011-10-27 2010 2016-03-07 17:11:31Z Ronald Yoder 1501 Virginia Ave Harrisonburg VA 22802 3137370 0 X WWW.VMRC.ORG X 1983 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. VMRC Inc. provides retirement community management services for related 501(c)(3) organizations. 13 13 46 11 -7624 0 0 0 2243665 2777113 9313 14923 -23513 -21110 2229465 2770926 0 0 0 0 1337370 1549062 0 0 0 1110583 1251071 2447953 2800133 -218488 -29207 9811847 12607956 9753371 12578687 58476 29269 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. VMRC Inc. provides retirement community management services for related 501(c)(3) organizations. 0 0 1583832 0 1916895 Provide management, accounting, communications, and personnel support services for four related exempt organizations. 375862 0 161676 Provide telephone, cable, highspeed internet, waste management, transportation and housekeeping services to retirement community residents. 453106 0 508835 Provide marketing and admission services for related exempt organizations. 0 0 0 2412800 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 137224 0 1 46 1 1 1 0 0 0 0 0 0 0 0 1 1 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Curtis Stutzman 5404384225 1501 Virginia Ave Harrisonburg VA 22802 Stephen Cavanaugh 2 X 0 0 0 Paul Cline 2 X 0 0 0 David King 2 X 0 0 0 Philip Kniss 2 X 0 0 0 Allon Lefever 2 X 0 0 0 Vicki Martin 2 X 0 0 0 Charles Martorana 2 X 0 0 0 Thomas Murphy 2 X 0 0 0 Geraldine Rush 2 X 0 0 0 Sadie Showalter 2 X 0 0 0 Kenneth Weaver 2 X 0 0 0 Sheryl Wyse 2 X 0 0 0 Teresa BoshartYoder 2 X 0 0 0 Ronald Yoder 40 X 137190 0 11934 Curtis Stutzman 40 X 107203 0 10734 244393 0 22668 2 0 0 0 Sodexho Inc & Affiliates PO Box 536922 Atlanta GA 30353 Dining Services 161500 Vision Technology Group 125 W Bruce St Harrisonburg VA 22801 Information Technology Services 116447 2 0 Management Services 623000 1916895 1916895 0 0 Resident Utility Fees 623000 375862 375862 0 0 Marketing and Admission Services 623000 508835 508835 0 0 Transportation adn Housekeeping Services 623000 33086 33086 0 0 Home Health Partnership 621610 -57565 -57565 0 0 0 0 0 0 2777113 10350 0 2403 0 7947 0 7947 0 0 7947 0 14923 0 0 0 14923 14923 0 0 14923 334984 364041 -29057 -21433 -7624 0 0 2770926 2755680 -7624 22870 258562 258562 1019166 1019166 43532 43532 137889 137889 89913 89913 12117 12117 72091 72091 122852 122852 216123 216123 241171 241171 104917 104917 233727 142355 91372 8249 8249 18786 18786 24141 24141 4113 4113 166119 166119 17380 17380 Repairs and maintenance 9285 9285 0 0 2800133 2412800 387333 0 100 100 5344011 8123274 0 8209 761 0 0 0 2331 2037 591341 650580 5041716 1763427 3371966 3278289 0 493889 552915 0 9811847 12607956 331664 428487 0 0 526373 450626 0 0 0 0 8895334 11699574 9753371 12578687 X 58476 29269 0 0 0 0 58476 29269 9811847 12607956 -29207 0 X 0 1 1 X 0 X X 0 0 0 PARK VILLAGE INC 510249312 9 1 1 1 556018 VIRGINIA MENNONITE HOME INC 540590902 9 1 1 1 1189235 VMRC FOUNDATION INC 510249313 11b 1 1 1 77887 HERITAGE HAVEN INC 510228675 9 1 1 1 86255 4 1909395 0 2002686 2002686 0 1021133 628917 392216 0 145153 101792 43361 0 1338935 1032718 306217 0 533809 0 533809 3278289 0 Due to Related Organizations 11699574 11699574 2770926 2800133 -29207 0 0 0 0 0 0 -29207 2662750 0 0 0 387799 387799 2274951 0 495975 495975 2770926 2691958 0 0 0 387800 387800 2304158 0 495975 495975 2800133 SchD_P10_S00_L02 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 believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. In addition, the Organization qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization other than a private foundation under Section 509(a)(2). SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Cafe and catering cost of goods sold included in expenses in the audited financial statements. Rental expenses included on Part VIII line 6b. Management fees expense allocated against management fee income. Intercompany interest expense eliminated. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Marketing income allocated against expenses in the audited financial statements. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Cafe and catering cost of goods sold included in expenses in the audited financial statements. Rental expenses included on Part VIII line 6b. Management fees expense allocated against management fee income. Intercompany interest expense eliminated. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Marketing income allocated against expenses in the audited financial statements. Industrial Development Authority of the City of Harrisonburg Virginia 542000436 415675A20 2006-10-24 Refunding prior bond issue 0 0 0 0 0 32435000 0 0 0 915168 0 0 0 0 0 1999 1 1 1 1 0 0 0 0 1 0 0 0 1 0 1 1 Sovereign Bank 0.065 0 1 0 0 1 F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a The 990 was supplied to all board members prior to filing and the Board Finance Committee as a group reviewed the 990. F990_P06_S0B_L12c 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. F990_P06_S0B_L15 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. F990_P06_S0C_L17 Form 990, Part VI, Section C, Line 17 None. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Governing Documents: available onsite and in bond disclosure documents. Conflict of Interest Policy: available onsite. Financial Statements: Available on Ziegler Ressearch website and in VMRC's published Annual Report available onsite. Park Rocks LLC 1501 Virginia Ave Harrisonburg VA 22802 320235828 Land Holding Company VA 10350 2259762 N/A Park Heritage Development 1501 Virginia Ave Harrisonburg VA 22802 542051586 Land Holding Company VA 0 276733 N/A Heritage Haven Inc 1501 Virginia Ave Harrisonburg VA 22802 510228675 HUD subsidized retirement housing for seniors VA 501(c)(3) 9 N/A Park Village Inc 1501 Virginia Ave Harrisonburg VA 22802 510249312 Retirement housing for seniors VA 501(c)(3) 9 N/A VMRC Foundation Inc 1501 Virginia Ave Harrisonburg VA 22802 510249313 Fundraising support for 501(c)(3) retirement community VA 501(c)(3) 7 N/A Virginia Mennonite Home Inc 1501 Virginia Ave Harrisonburg VA 22802 540590902 Nursing home, assisted living and wellness center facility VA 501(c)(3) 9 N/A 0 0 0 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0