VIRGINIA UNITED METHODIST HOMES INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA UNITED METHODIST HOMES INC (EIN 54-0720603)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2016-09-28
- IRS object ID
- 201622729349300967
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-28T14:52:20-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540565834 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL WIGGINS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1802 BAYBERRY COURT SUITE 300 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540720603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA UNITED METHODIST HOMES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 8044748700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 COX ROAD SUITE 225 | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER P HENDERSON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8044748700 | PhoneNum |
| Signature | 2016-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID E WILL CPA | PreparerPersonNm |
| PTIN | P00074591 | PTIN |
| Phone | 8042826000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER P HENDERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 COX ROAD SUITE 225 | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $76,926,667 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VUMH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE FACILITIES, SERVICES AND PROGRAMS TO ENHANCE THE QUALITY OF LIFE FOR OLDER PERSONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1025 | TotalEmployeeCnt |
| Total Volunteers | 413 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,396,783 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,297,813 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $54,114,096 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $56,822,973 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,967,386 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,043,899 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $60,478,265 | PYTotalRevenueAmt |
| CY Total Revenue | $64,164,685 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,406,548 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,084,204 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,124 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,173,930 | PYOtherExpensesAmt |
| CY Other Expenses | $24,541,728 | CYOtherExpensesAmt |
| PY Total Expenses | $54,580,478 | PYTotalExpensesAmt |
| CY Total Expenses | $57,625,932 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,897,787 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,538,753 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $165,839,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $172,718,656 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $106,131,652 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $109,273,003 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,707,841 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,445,653 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $50,199,925 | ExpenseAmt |
| Revenue | $56,822,973 | RevenueAmt |
| Desc | 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 SOCIALLY AND ECONOMICALLY 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. | Desc |
| Total Program Service Expenses | $50,199,925 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 206 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1025 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE OFFICERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8044748700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 COX ROAD SUITE 225 | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| STEPHEN MAPP | |||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| REV CHARLES WICKHAM | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BILL PETERSON | |||||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ERNEST S WITTICH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILL FLYNN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BENJAMIN J LAMBERT IV | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRENDA S BROOKS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA HAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER P HENDERSON | |||||||||
| PRESIDENT/CEO | 25.00 | Yes (X) | $437,408 | $0 | $43,598 | 15.00 | |||
| KEVIN SALMINEN | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $173,816 | $0 | $18,877 | ||||
| DANIEL C OETZEL | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | $234,482 | $0 | $17,991 | Yes (X) | ||||
| NANCY BRECHTELSBAUER | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $200,951 | $0 | $15,946 | Yes (X) | ||||
| EDWARD WATKINS | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $199,732 | $0 | $20,909 | Yes (X) | ||||
| RICHARD BOTTONE | |||||||||
| VP DEVELOPMENT & CONSTRUCTION | 40.00 | $169,438 | $0 | $23,466 | Yes (X) | ||||
| GALE KNOX | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $165,805 | $0 | $18,180 | Yes (X) | ||||
| AMY CHAPMAN | |||||||||
| ADMINISTRATOR LIFE SERVICES | 40.00 | $108,310 | $0 | $9,046 | Yes (X) | ||||
| DAVID STUART | |||||||||
| DIRECTOR OF DINING SERVICES | 40.00 | $117,300 | $0 | $13,495 | Yes (X) | ||||
| MARK COLLINS | |||||||||
| DIRECTOR OF INFORMATION SERVICES | 40.00 | $116,475 | $0 | $16,967 | Yes (X) | ||||
| COLLEEN LOBB | |||||||||
| DIRECTOR OF NURSING | 40.00 | $104,864 | $0 | $12,860 | Yes (X) | ||||
| MICHEAL KEARNEY | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $137,411 | $0 | $19,338 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,165,992 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $230,673 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLANCY & THEYS CONTRUCTION CO | |||||
| 11830 FISHING POINT DRIVE SUITE 20 | NEWPORT NEWS | VA | 23606 | CONSTRUCTION | $3,450,783 |
| PERFORMANCE FOODSERVICE VIRGINIA | |||||
| 7420 RANCO ROAD | RICHMOND | VA | 23228 | FOOD SERVICE | $1,941,317 |
| ADI CONSTRUCTION OF VIRGINIA LLC | |||||
| 5407-A PORT ROYAL ROAD | SPRINGFIELD | VA | 22151 | CONSTRUCTION | $709,519 |
| SYSCO VIRGINIA LLC | |||||
| PO BOX 20020 | HARRISONBURG | VA | 22801 | FOOD SERVICE | $493,833 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | MANAGEMENT SERVICES | $436,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 41 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,297,813 | AllOtherContributionsAmt |
| Total Contributions | $4,297,813 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES FROM RESIDENTS | 623000 | $55,667,992 | $55,667,992 |
| OTHER OPERATING REVENUE | 623000 | $1,081,141 | $1,081,141 |
| ANCILLARY SERVICE REVENUE | 623000 | $73,840 | $73,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $56,822,973 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,690,476 | TotalRevenueColumnAmt |
| Exclusion | $1,690,476 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,017,897 | SecuritiesAmt |
| Other | $97,508 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,733,203 | SecuritiesAmt |
| Other | $28,779 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,284,694 | SecuritiesAmt |
| Other | $68,729 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,353,423 | TotalRevenueColumnAmt |
| Exclusion | $1,353,423 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,164,685 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,822,973 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,043,899 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,769,255 | TotalAmt |
| Management And General | $1,769,255 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,273,928 | TotalAmt |
| Program Services | $23,429,233 | ProgramServicesAmt |
| Management And General | $1,817,446 | ManagementAndGeneralAmt |
| Fundraising | $27,249 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304,679 | TotalAmt |
| Program Services | $1,143,682 | ProgramServicesAmt |
| Management And General | $158,154 | ManagementAndGeneralAmt |
| Fundraising | $2,843 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,702,935 | TotalAmt |
| Program Services | $2,487,038 | ProgramServicesAmt |
| Management And General | $215,897 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,033,407 | TotalAmt |
| Program Services | $1,786,893 | ProgramServicesAmt |
| Management And General | $243,706 | ManagementAndGeneralAmt |
| Fundraising | $2,808 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,929 | TotalAmt |
| Management And General | $606,929 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,000 | TotalAmt |
| Management And General | $87,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,091 | TotalAmt |
| Management And General | $17,091 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,162,362 | TotalAmt |
| Program Services | $2,270,810 | ProgramServicesAmt |
| Management And General | $891,552 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $815,528 | TotalAmt |
| Program Services | $787,207 | ProgramServicesAmt |
| Management And General | $10,976 | ManagementAndGeneralAmt |
| Fundraising | $17,345 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,612 | TotalAmt |
| Program Services | $534,087 | ProgramServicesAmt |
| Management And General | $162,286 | ManagementAndGeneralAmt |
| Fundraising | $239 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888,517 | TotalAmt |
| Program Services | $107,490 | ProgramServicesAmt |
| Management And General | $781,027 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,024,128 | TotalAmt |
| Program Services | $2,875,813 | ProgramServicesAmt |
| Management And General | $148,315 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,456 | TotalAmt |
| Program Services | $19,685 | ProgramServicesAmt |
| Management And General | $53,771 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,081 | TotalAmt |
| Program Services | $55,857 | ProgramServicesAmt |
| Management And General | $65,224 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105,827 | TotalAmt |
| Program Services | $1,105,827 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,062,050 | TotalAmt |
| Program Services | $6,062,050 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,063,698 | TotalAmt |
| Program Services | $1,063,698 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $3,560,996 | $3,560,458 | $538 |
| REPAIRS & MAINTENANCE | $2,010,117 | $1,981,310 | $28,807 |
| RESIDENT RENOVATIONS | $484,424 | $484,424 | |
| RESIDENT SERVICES | $183,700 | $183,700 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,212 | TotalAmt |
| Program Services | $260,663 | ProgramServicesAmt |
| Management And General | $310,909 | ManagementAndGeneralAmt |
| Fundraising | $6,640 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,625,932 | TotalAmt |
| Program Services | $50,199,925 | ProgramServicesAmt |
| Management And General | $7,368,883 | ManagementAndGeneralAmt |
| Fundraising | $57,124 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,068,649 | BOYAmt |
| EOY | $6,458,126 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,415 | BOYAmt |
| EOY | $385,643 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,937 | BOYAmt |
| EOY | $191,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $167,477,209 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,281,747 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,760,012 | BOYAmt |
| EOY | $77,195,462 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,608,578 | BOYAmt |
| EOY | $59,335,269 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,574,902 | BOYAmt |
| EOY | $29,152,982 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,839,493 | BOYAmt |
| EOY | $172,718,656 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,238,505 | BOYAmt |
| EOY | $6,124,854 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,294,688 | BOYAmt |
| EOY | $67,261,944 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,024 | BOYAmt |
| EOY | $1,067,050 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,828,495 | BOYAmt |
| EOY | $34,789,228 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,940 | BOYAmt |
| EOY | $29,927 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,131,652 | BOYAmt |
| EOY | $109,273,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,820,170 | BOYAmt |
| EOY | $39,977,527 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,174,385 | BOYAmt |
| EOY | $962,981 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,713,286 | BOYAmt |
| EOY | $22,505,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,707,841 | BOYAmt |
| EOY | $63,445,653 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,839,493 | BOYAmt |
| EOY | $172,718,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,538,753 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,800,941 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,761,321 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,499,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,990,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,396,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,297,813 | CurrentTaxYearAmt |
| Total | $14,945,297 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,089,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,409,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,662,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,114,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,822,973 | CurrentTaxYearAmt |
| Total | $261,098,373 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,850,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,908,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,653,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,510,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,120,786 | CurrentTaxYearAmt |
| Total | $276,043,670 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $276,043,670 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,242,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,183,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,333,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,424,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,690,476 | CurrentTaxYearAmt |
| Total | $7,874,598 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,242,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,183,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,333,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,424,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,690,476 | CurrentTaxYearAmt |
| Total | $7,874,598 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,093,302 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,091,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,986,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,935,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,811,262 | CurrentTaxYearAmt |
| Total | $283,918,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97230 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96920 | PublicSupportPY509Pct |
| Investment Income CY | 0.02770 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03080 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $17,091 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $17,091 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,004,430 | BeginningYearBalanceAmt |
| Contributions | $495,336 | ContributionsAmt |
| Investment Earnings Or Losses | $143,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $728,717 | OtherExpendituresAmt |
| Administrative Expenses | $12,082 | AdministrativeExpensesAmt |
| End Year Balance | $3,902,303 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,532,122 | BeginningYearBalanceAmt |
| Contributions | $314,657 | ContributionsAmt |
| Investment Earnings Or Losses | $107,883 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $949,272 | OtherExpendituresAmt |
| Administrative Expenses | $960 | AdministrativeExpensesAmt |
| End Year Balance | $4,004,430 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,207,507 | BeginningYearBalanceAmt |
| Contributions | $180,275 | ContributionsAmt |
| Investment Earnings Or Losses | $111,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $965,749 | OtherExpendituresAmt |
| Administrative Expenses | $941 | AdministrativeExpensesAmt |
| End Year Balance | $4,532,122 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,377,614 | BeginningYearBalanceAmt |
| Contributions | $222,151 | ContributionsAmt |
| Investment Earnings Or Losses | $414,159 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $805,515 | OtherExpendituresAmt |
| Administrative Expenses | $902 | AdministrativeExpensesAmt |
| End Year Balance | $5,207,507 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,465,764 | BeginningYearBalanceAmt |
| Contributions | $331,314 | ContributionsAmt |
| Investment Earnings Or Losses | $374,544 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $794,008 | OtherExpendituresAmt |
| End Year Balance | $5,377,614 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.81300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18700 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,547,795 | OtherCostOrOtherBasisAmt |
| Book Value | $7,547,795 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,456,317 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,090,203 | DepreciationAmt |
| Book Value | $55,366,114 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,479 | DepreciationAmt |
| Book Value | $60,633 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,955,643 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,190,065 | DepreciationAmt |
| Book Value | $3,765,578 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,455,342 | OtherCostOrOtherBasisAmt |
| Book Value | $10,455,342 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,195,462 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INCOME RECEIVABLE | $156,221 |
| BENEFICIAL INTEREST IN TRUSTS | $19,531,207 |
| BOND ISSUANCE COSTS, NET | $761,233 |
| OTHER ASSETS | $188,848 |
| DEFERRED DEVELOPMENT COSTS | $67,660 |
| INVESTMENT IN AFFILIATE-HCRC | $7,350,836 |
| ASSETS WHOSE USE IS LIMITED | $1,096,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $29,152,982 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $29,927 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,927 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $61,363,744 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,800,941 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,800,941 | RevenueNotReportedAmt |
| Revenue Subtotal | $64,164,685 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $64,164,685 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $57,625,932 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $57,625,932 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $57,625,932 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION MAINTAINS DEPOSITS FOR PROSPECTIVE RESIDENTS UNTIL THEY ARE ACCEPTED FOR RESIDENCY IN THE COMMUNITY. |
| 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. |
| PART X, LINE 2: | THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING "ACCOUNTING FOR UNCERTAIN TAX POSITIONS." THIS STANDARD PROVIDES DETAILED GUIDANCE FOR COMBINED FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ORGANIZATION'S COMBINED FINANCIAL STATEMENTS. IT REQUIRES AN ORGANIZATION TO RECOGNIZE THE COMBINED 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 COMBINED FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOW. THE TAX YEARS OF 2013 TO 2015 REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. THE ORGANIZATION INCLUDES INTEREST AND PENALTIES ASSESSED BY INCOME TAXING AUTHORITIES IN OTHER NON-OPERATING CHARGES AND FEES. THE ORGANIZATION DID NOT HAVE PENALTIES AND INTEREST RELATING TO INCOME TAXES FOR THE YEARS ENDED MAY 31, 2016 AND 2015. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER P HENDERSON | ||||||||||||||
| PRESIDENT/CEO | $387,222 | $0 | $41,512 | $0 | $8,674 | $0 | $32,900 | $0 | $10,698 | $0 | $481,006 | $0 | $0 | $0 |
| KEVIN SALMINEN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $158,001 | $0 | $15,755 | $0 | $60 | $0 | $13,985 | $0 | $4,892 | $0 | $192,693 | $0 | $0 | $0 |
| DANIEL C OETZEL | ||||||||||||||
| CHIEF OPERATING OFFICER | $211,404 | $0 | $21,327 | $0 | $1,751 | $0 | $14,097 | $0 | $3,894 | $0 | $252,473 | $0 | $0 | $0 |
| NANCY BRECHTELSBAUER | ||||||||||||||
| EXECUTIVE DIRECTOR | $181,582 | $0 | $18,973 | $0 | $396 | $0 | $15,946 | $0 | $0 | $0 | $216,897 | $0 | $0 | $0 |
| EDWARD WATKINS | ||||||||||||||
| EXECUTIVE DIRECTOR | $180,729 | $0 | $18,241 | $0 | $762 | $0 | $16,017 | $0 | $4,892 | $0 | $220,641 | $0 | $0 | $0 |
| RICHARD BOTTONE | ||||||||||||||
| VP DEVELOPMENT & CONSTRUCTION | $135,739 | $0 | $15,316 | $0 | $18,383 | $0 | $12,768 | $0 | $10,698 | $0 | $192,904 | $0 | $0 | $0 |
| GALE KNOX | ||||||||||||||
| EXECUTIVE DIRECTOR | $149,782 | $0 | $15,261 | $0 | $762 | $0 | $13,288 | $0 | $4,892 | $0 | $183,985 | $0 | $0 | $0 |
| MICHEAL KEARNEY | ||||||||||||||
| EXECUTIVE DIRECTOR | $133,533 | $0 | $3,740 | $0 | $138 | $0 | $8,640 | $0 | $10,698 | $0 | $156,749 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDA OF HENRICO COUNTY VIRGINIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 541197472 | BondIssuerEIN |
| CUSIP | 42605QEB5 | CUSIPNum |
| Bond Issued | 2012-08-09 | BondIssuedDt |
| Issue Price | $31,325,145 | IssuePriceAmt |
| Purpose | REFINANCE SERIES 2002 BONDS 12/19/02,PART III DOES NOT NEED TO BE COMPLETED | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $31,325,145 | TotalProceedsAmt |
| In Reserve Fund | $2,842,768 | InReserveFundAmt |
| Issuance Costs From Proceeds | $626,503 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $27,856,935 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | CONSISTENT WITH THE ORGANIZATION'S ARTICLES AND 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 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| VA UNITED METHODIST HOMES OF WILLIAMSBURG INC | ||||||||||
| 5101 COX ROAD | GLEN ALLEN | VA | 23060 | 300173798 | TO PROVIDE FACILITIES, SERVICES AND PROGRAMS TO ENHANCE THE QUALITY OF LIFE | VA | 501(C)(3) | LINE 9 | VIRGINIA UNITED METHODIST HOMES INC | Yes (1) |
| HERMITAGE CAPITAL AND RESERVE CORPORATION | ||||||||||
| 5101 COX ROAD | GLEN ALLEN | VA | 23060 | 462641284 | TO SUPPORT VIRGINIA UNITED METHODIST HOMES AND WINDSORMEADE OF WILLIAMSBURG | VA | 501(C)(3) | LINE 11A, I | VIRGINIA UNITED METHODIST HOMES INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC | ||
| A | $470,000 | ACTUAL |
| VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC | ||
| L | $253,351 | ACTUAL COST |
| HERMITAGE CAPITAL AND RESERVE CORPORATION | ||
| R | $2,550,836 | ACTUAL COST |