2011-09-22T13:58:53-05:00 2011-05-31 MITCHELL WIGGINS & COMPANY LLP 100 FLANK ROAD PETERSBURG VA 238059152 990 2010-06-01 540720603 VIRGINIA UNITED METHODIST HOMES INC VIRG 8044748700 7113 THREE CHOPT ROAD NO 300 RICHMOND VA 23226 CHRISTOPHER P HENDERSON 8046731031 2011-09-20 1 WILLIAM A YOUNG JR CPA 8047335566 2010 2016-03-07 17:11:31Z CHRISTOPHER P HENDERSON 7113 THREE CHOPT ROAD NO 300 RICHMOND VA 23226 72284301 0 X VUMH.ORG X 1945 VA TO PROVIDE FACILITIES, SERVICES AND PROGRAMS TO ENHANCE THE QUALITY OF LIFE FOR OLDER PERSONS. 10 9 1016 800 0 0 3720102 1995106 44130071 45625986 1792693 3237001 0 0 49642866 50858093 0 0 0 0 24818550 25944749 0 0 153380 19139292 20092910 43957842 46037659 5685024 4820434 157178086 164216333 96943215 97881953 60234871 66334380 X 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 40744910 48862987 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. 40744910 1 1 0 1 0 0 0 1 1 1 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 0 1 127 0 1016 1 0 0 0 0 0 0 0 0 0 0 0 0 X 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 X 246572 0 0 SUE J STEWART X X 0 0 0 REV ROBERT F COFIELD JR X 0 0 0 THOMAS R HARRISON JR X X 0 0 0 KELLI MANSEL-ARBUCKLE X 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 KAMMERER X 0 0 0 CARMEL ROQUES 40.00 X X X 196509 0 0 RICHARD BOTTONE 40.00 X 134275 0 0 MARILYN M GLADDING 40.00 X 0 138196 0 EDWARD WATKINS 40.00 X 149152 0 0 NANCY BRECHTELSBAUER 40.00 X 137864 0 0 JUDY WALKER 40.00 X 106883 0 0 971255 138196 0 7 0 1 0 HEALTHKEEPERS INC PO BOX 17499 BALTIMORE MD 21297 INSURANCE 2526731 DIVERSIFIED INVESTMENT ADVISORS PO BOX 13029 NEWARK NJ 07188 INVESTMENT ADVISORS 1540159 CLANCY & THEYS CONTRUCTION CO 11830 FISHING POINT DRIVE SUITE 20 NEWPORT NEWS VA 23606 CONSTRUCTION 1019625 KBS 780 LYNNHAVEN PKWY SUITE 300 VIRGINIA BEACH VA 23452 CONSTRUCTION 923410 WILLIAMSBURG HOME PAINTING LLC 1001A RICHMOND ROAD 2E WILLIAMSBURG VA 23185 CONSTRUCTION 893306 47 1995106 1995106 FEES FROM RESIDENTS 623000 44051974 44051974 OTHER OPERATING INCOME 623000 1302763 1302763 ANCILLARY SER REV - NE 623000 271249 271249 45625986 2163818 2163818 22499391 21423650 2558 1075741 -2558 1073183 1073183 50858093 48862987 0 0 453291 453291 21472498 19092301 2276287 103910 668723 556735 106599 5389 1707906 1533697 168045 6164 1642331 1457178 181340 3813 413874 413874 66000 66000 4365 4365 1897164 1194051 703113 516053 487671 4449 23933 330585 168302 158312 3971 111688 108964 2724 3117919 3022910 95009 51547 8364 43183 24553 13181 11372 2456673 2456673 4409533 4409533 798431 798431 MEDICAL SUPPLIES 2632579 2632579 REPAIRS & MAINTENANCE 1701912 1564087 137825 APARTMENT EXPENSES 702244 702244 RESIDENT PROGRAMS 244663 244663 HOUSEKEEPING SUPPLIES 225967 225967 387160 176343 207341 3476 46037659 40744910 5139369 153380 9082238 5064194 310672 125257 76995 417947 337917 500156 134908159 65388547 66080805 69519612 51078615 56329249 30210844 32259918 157178086 164216333 4639859 5436228 51996507 53803645 1063903 572351 39185000 38040000 57946 29729 96943215 97881953 X 43289930 49009984 2841872 2407429 14103069 14916967 60234871 66334380 157178086 164216333 X 4820434 1279075 X X 0 1 1 X 0 X 2440328 2262610 2457577 3720102 1995106 12875723 43584164 44724124 44591105 44130071 45625986 222655450 46024492 46986734 47048682 47850173 47621092 235531173 0 0 0 235531173 1838624 2239257 2115864 1947215 2163818 10304778 1838624 2239257 2115864 1947215 2163818 10304778 4290975 -826406 -3949375 -154522 1073484 434156 52154091 48399585 45215171 49642866 50858394 246270107 0.95640 0.95880 0.04180 0.04020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 4365 0 0 4365 0 0 1 2973938 2973938 2973938 2973938 2973938 2973938 1.00000 0 0 9812478 9812478 104769112 52686371 52082741 51329 51329 0 14804989 12650847 2154142 5470251 5470251 69519612 ACCRUED INCOME RECEIVABLE 120818 BOND ISSUANCE COSTS 278822 BEQUEST AND LEGACIES RECEIVABLE 11943029 DUE FROM SUBSIDIARY 5353000 NOTE REC-SUBORDINATED NOTE-AFFILIATE 14564249 32259918 OTHER LIABILITIES 29729 29729 50858093 46037659 4820434 1279075 1279075 6099509 50858093 0 50858093 0 50858093 46037659 0 46037659 0 46037659 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS DEPOSITS FOR PROSPECTIVE RESIDENTS UNTIL THEY ARE ACCEPTED FOR RESIDENCY IN THE COMMUNITY. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: EFFECTIVE JUNE 1, 2009, THE ORGANIZATION ADOPTED THE ACCOUNTING STANDARD REGARDING "ACCOUNTING FOR UNCERTAIN TAX POSITIONS". THIS STANDARD PROVIDES DETAILED GUIDANCE FOR CONSOLIDATED FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. IT REQUIRES AN ORGANIZATION TO RECOGNIZE THE CONSOLIDATED 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 CONSOLIDATED FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOW. X X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER P HENDERSON 216932 0 25000 0 4640 0 0 0 0 0 246572 0 0 0 CARMEL ROQUES 172030 0 20000 0 4479 0 0 0 0 0 196509 0 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 AUDIT COMMITTEE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,279,075. 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 VIII LINE 7A(I), 7B(I) AND 7C(I) DETAIL IS AVAILABLE UPON REQUEST FORM 990 PART VIII LINE 7A(II), 7B(II) AND 7C(II) DETAIL IS AVAILABLE UPON REQUEST FORM 990 PART X LINE 10A AND 10B DETAIL IS AVAILABLE UPON REQUEST 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 0 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 0 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 351212 VIRGINIA UNITED METHODIST HOME OF WILLIAMSBURG INC DBA WINDSORMEADE OF W D 19917249 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 315000 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 257600