2016-10-03T10:50:12-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2015-01-01 741403088 METHODIST RETIREMENT COMMUNITIES METH 2813632600 1440 LAKE FRONT CIRCLE NO 110 THE WOODLANDS TX 77380 DON STEPHENS CFO 2813632600 2016-09-30 1 MICHAEL SIEGEL P01587323 9723835700 2015 2017-02-10 21:41:12Z RON JENNETTE 1440 LAKE FRONT CIRCLE NO 110 THE WOODLANDS TX 77380 2756888 0 X WWW.MRCAFF.ORG X 1965 TX THE ORGANIZATION PROVIDES ACCOUNTING, HR, IT, MARKETING, OPERATIONS AND EXECUTIVE AND STRATEGIC PLANNING TO THE AFFILIATES OF MRC AS THEY PROVIDE SERVICES TO THE MRC COMMUNITIES. 15 14 1081 0 0 0 1031644 19796 2409972 2688236 45740 48856 0 0 3487356 2756888 0 0 0 0 1551451 1617258 0 0 0 820069 693608 2371520 2310866 1115836 446022 9602302 12054198 4647772 6658782 4954530 5395416 X THE ORGANIZATION IS THE CENTRAL SUPPORT HUB FOR METHODIST RETIREMENT COMMUNITIES AND ITS AFFILIATES, AN ORGANIZATION COMMITTED TO QUALITY LIVING FOR SENIOR ADULTS IN FAITH-BASED ENVIRONMENTS. THE ORGANIZATION TAKES GREAT PRIDE IN SEEING THAT OUR AFFILIATES ARE AN IMPORTANT PART OF THE BROADER, LOCAL COMMUNITY WHERE THEY SERVE SENIORS AND PROVIDE EMPLOYMENT IN MEETING OUR MISSION OF SERVICE MINISTRY TO SENIOR ADULTS. THE COVENANT CONNECTION WITH THE TEXAS ANNUAL CONFERENCE OF UNITED METHODISTS LINKS THE ORGANIZATION TO ITS HERITAGE AND ORIGIN, THOUGH THE ENTIRE SYSTEM OPENLY ACCEPTS PERSONS OF ALL FAITHS AND BELIEFS; WITH NO DISCRIMINATION TOWARD RESIDENTS, STAFF, BOARD MEMBERS, VOLUNTEERS, DONORS, VENDORS, ETC. THE ORGANIZATION ENCOURAGES DONATIONS TO OUR FOUNDATION TO HELP OUR AFFILIATES ASSIST AND RETAIN RESIDENTS WHO RUN LOW ON FUNDS OR EVENTUALLY EVEN OUT OF MONEY THROUGH NO FAULT OF THEIR OWN. THE ORGANIZATION PROVIDES FINANCE, ACCOUNTING, HUMAN RESOURCES, TECHNOLOGY, MARKETING, O 0 0 93485 2688236 THE ORGANIZATION'S EXEMPT PURPOSE IS TO BE THE CORPORATE AND ADMINISTRATIVE HEADQUARTERS FOR METHODIST RETIREMENT COMMUNITIES AND ITS AFFILIATED MINISTRIES. 93485 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 41 0 1081 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X RENEE SKILLERN 2812100127 1440 LAKE FRONT CIRCLE STE 110 THE WOODLANDS TX 77380 REV JACK A WOMACK CHAIR 1.00 13.00 X X 0 0 0 MRS KIMBERLY K DENNEY VICE CHAIR 1.00 4.00 X X 0 0 0 MR RONALD E JENNETTE PRESIDENT 3.00 37.00 X X 267785 0 20392 MS ALYCE ANNE BAGGETT DIRECTOR 1.00 4.00 X 0 0 0 MR SAM H BURRIS JR DIRECTOR 1.00 1.00 X 0 0 0 JUDGE JAMES M CARLOW DIRECTOR 1.00 2.00 X 0 0 0 MR TONY E DOUGHTIE DIRECTOR 1.00 2.00 X 0 0 0 MR WAYNE HAGLUND DIRECTOR 1.00 3.00 X 0 0 0 MR JOHN C HICKS DIRECTOR 1.00 6.00 X 0 0 0 REV CONRELL J LOCKETT III DIRECTOR 1.00 0.00 X 0 0 0 DR CHARLES R MILLIKAN DIRECTOR 1.00 1.00 X 0 0 0 MR DONALD N MORRISS DIRECTOR 1.00 5.00 X 0 0 0 ROBERT E SHEPPARD DIRECTOR 1.00 1.00 X 0 0 0 REV BT WILLIAMSON DIRECTOR 1.00 3.00 X 0 0 0 THOMAS R WUSSOW DIRECTOR 1.00 5.00 X 0 0 0 MR DON STEPHENS CFO/TREASURER 3.00 37.00 X 155466 0 7206 MRS CYNTHIA CASTILLO SECRETARY 1.00 39.00 X 45947 0 2951 MR CHARLES CHILDRESS SR VP OF OPERATIONS 40.00 0.00 X 161336 0 6407 MR HAROLD ERMSHAR EXECUTIVE DIRECTOR 0.00 40.00 X 119210 0 14809 MS RENEE SKILLERN CONTROLLER 40.00 0.00 X 118193 0 10590 MS NATASHA CRABBE MARKETING DIRECTOR 0.00 40.00 X 115759 0 7811 MR MATTHEW CURRIE VP/EXECUTIVE DIRECTOR 0.00 40.00 X 102125 0 20266 1085821 0 90432 9 0 1 0 RLPS ARCHITECTS 250 VALLEYBROOK DRIVE LANCASTER PA 17601 ARCHITECTURE/PROFESSIONAL SERVICES 344437 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD DALLAS TX 75244 PROFESSIONAL ACCOUNTING/TAX SERVICES 203028 BRIAN S SCHIFF 2205 BRADBURY COURT PLANO TX 75093 ARCHITECTURE/PROFESSIONAL SERVICES 135376 ALLIANT INSURANCE SERVICES HOUSTON 701 B STREET SAN DIEGO CA 921018156 INSURANCE SERVICES 130915 BRACEWELL & GUILIANI LLP PO BOX 848566 DALLAS TX 752848566 LEGAL SERVICES 100190 5 19796 19796 MANAGEMENT FEES 623000 2688236 2688236 2688236 48818 48818 38 0 38 38 38 2756888 2688236 0 48856 469198 18981 450217 917763 37127 880636 58920 2384 56536 72164 2919 69245 99213 4014 95199 26185 1059 25126 14732 596 14136 14507 587 13920 4194 170 4024 57323 2319 55004 70368 2847 67521 25678 1039 24639 111837 4524 107313 34904 1412 33492 60438 2445 57993 33046 1337 31709 108715 4398 104317 LEASE PAYMENTS 79412 3213 76199 SUPPLIES 22418 907 21511 REPAIRS & MAINTENANCE 15550 629 14921 MISCELLANEOUS EXPENSES 11489 465 11024 2812 113 2699 2310866 93485 2217381 0 1599938 520983 3013539 2009254 313532 1945071 3294330 5253759 151746 137105 1691371 529531 1165191 1161840 997302 64026 28884 9602302 12054198 218343 551511 4429429 6107271 4647772 6658782 X 4858247 5299133 96283 96283 4954530 5395416 9602302 12054198 446022 -5136 0 X X 0 1 X 1 0 X 65052 37130 31054 1031644 19796 1184676 1868094 1995000 2241798 2409972 2688236 11203100 1933146 2032130 2272852 3441616 2708032 12387776 0 0 0 12387776 1991 391 44925 48818 96125 1991 391 44925 48818 96125 200315 200315 2135452 2032521 2272852 3486541 2756850 12684216 0.97660 0.98050 0.00760 0.00390 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE REIMBURSEMENT - 2011 AMOUNT: $ 200,315. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1049032 1049032 79630 66729 12901 562709 462802 99907 1161840 X 2751752 -5136 -5136 2756888 0 2756888 2310866 0 2310866 0 2310866 PART X, LINE 2: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THESE ACTIVITIES. CENTRAL AMERICA AND THE CARIBBEAN 0 1 INVESTMENTS 2934818 0 1 0 0 0 1 2934818 0 2934818 0 0 1 0 0 0 FORM 990, SCHEDULE F, PART V NFP ASSURANCE GROUP LTD. IS INCORPORATED AS A WHOLLY-OWNED SUBSIDIARY OF MRC UNDER THE LAWS OF THE CAYMAN ISLANDS, AND PROVIDES PROFESSIONAL AND GENERAL LIABILITY COVERAGE TO MRC AND ITS AFFILIATED MINISTRIES. X X X X 0 0 0 0 0 0 0 0 0 MR RONALD E JENNETTE PRESIDENT 267785 0 0 0 0 0 8397 0 11995 0 288177 0 0 0 MR DON STEPHENS CFO/TREASURER 155466 0 0 0 0 0 0 0 7206 0 162672 0 0 0 MR CHARLES CHILDRESS SR VP OF OPERATIONS 161336 0 0 0 0 0 3228 0 3179 0 167743 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE MANAGEMENT TEAM CURRENTLY REVIEWS ALL FORM 990S PRIOR TO FILING WITH THE IRS. THEY COMPARE THE RESULTS TO THE AUDITED FINANCIAL STATEMENTS AND REVIEW ALL DISCLOSURE INFORMATION. THE 990 IS MADE AVAILABLE TO THE BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES SIGNED AFFIDAVIT IDENTIFYING CONFLICT OF INTEREST BY ANNUAL BOARD MEETING OF MRC EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 SALARY FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL IS SET BY THE MRC BOARD. IN DECIDING COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES HUMAN RESOURCES COLLECTS COMPARABILITY DATA FROM INDUSTRY RESOURCES RELATED TO ALL INDUSTRY-RELATED POSITIONS. THIS IS SHARED WITH APPROPRIATE SUPERVISORS OR OTHERS IN APPROVAL PROCESS. VP OF HR COLLECTS COMPARABILITY DATA FROM INDUSTRY RESOURCES RELATED TO ALL INDUSTRY-RELATED POSITIONS. EACH LOCATION SUBMITS RECOMMENDATIONS WITHIN WAGE SCALE PARAMETERS TO CEO. CEO APPROVES WITHIN BOARD APPROVED BUDGETED GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR CHOOSING THE INDEPENDENT AUDITOR AND OVERSIGHT OF THE INDEPENDENT AUDIT. THIS PROCESS IS CONSISTENT WITH PRIOR YEARS. 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