2011-05-13T08:01:56-05:00 2010-06-30 SCHECHTER DOKKEN KANTER CPA'S 100 WASHINGTON AVE SO 1600 MINNEAPOLIS MN 554012192 990 2009-07-01 410965829 VOLUNTEERS OF AMERICA CARE FACILITIES VOLU 9529410305 7530 MARKET PLACE DRIVE EDEN PRAIRIE MN 55344 RON PATTERSON 2011-05-09 6123325500 2009 2016-02-24 21:20:13Z RON PATTERSON 1660 DUKE STREET ALEXANDRIA VA 22314 60902787 false X www.voa.org X 1970 MN SEE SCHEDULE O 12 11 1689 951 0 328754 276018 60941402 60098844 267304 404719 6336 20779 61543796 60800360 947 7615 0 0 37931596 35999739 0 0 0 24114964 23465807 62047507 59473161 -503711 1327199 49007897 45319625 45622754 40401840 3385143 4917785 SEE SCHEDULE O false false 55424672 7615 60098844 Volunteers of America Care Facilities provides a spectrum of healthcare services nationwide, including nursing and long-term care, assisted and independent living facilities, and adult day care to a variety of people in need with an emphasis on seniors and those with mental illness or intellectual disabilities. 55424672 true true false false false false false false false true true true false false false false false false true false false false true true true false false false false false false false false false true false false false true true false false false true 76 0 1689 true false false false false false false false false false 12 11 true false false false true true true true true false false true true true true false false true true false MN X NANCY GAVIN 9529410305 7530 MKT PL DR EDEN PRAIRIE MN 55344 DR RUSSELL HOLMAN 3.0 X 0 0 0 SHAWN BLOOM 3.0 X 0 0 0 CHARLES W GOULD 4.0 X X 0 324133 42628 NANCY FELDMAN 3.0 X X 0 0 0 JOHN MORLAND 3.0 X 0 0 0 WALTER C PATTERSON 3.0 X X 0 0 0 MATT NELSON 3.0 X 0 0 0 JOSEPH M LUBARSKY 3.0 X X 0 0 0 ANN B SCHNARE 3.0 X 0 0 0 WILFRED COOPER SR 3.0 X 0 0 0 CAROL BRYDEN MOORE 3.0 X X 0 0 0 MICHAEL SPILANE 3.0 X 0 0 0 CARLOS MAESE 3.0 X 0 0 0 RON PATTERSON 4.0 X 0 192140 30832 DAVID BOWMAN 3.0 X 0 213684 12107 PATRICK SHERIDAN 3.0 X 0 168005 33306 TOM TURNBULL 3.0 X 0 125773 89555 ROBIN KELLER 3.0 X 0 77690 72455 WAYNE OLSEN 3.0 X 0 170451 58802 DANA OLSON 40.0 X 112976 0 0 ROBERT FRECHETTE 40.0 X 110778 0 0 JOHN E FITZMAURICE 40.0 X 104248 0 0 328002 1271876 339685 3 false true false VOLUNTEERS OF AMERICA NATIONAL SERV 7530 MARKET PLACE DRIVE EDEN PRAIRIE MN 55344 MANAGEMENT 2980835 COVENANT ALLIANCE REHAB 1520 KENSINGTON RD SUITE 105 OAK BROOK IL 60523 THERAPY PROVIDER 327027 PATHWAY HEALTH SERVICES INC 2025 FOURTH STREET WHITE BEAR LAKE MN 55110 NURSING CONSULTANT 178107 AEGIS THERAPIES INC PO BOX 8103 FORT SMITH AR 72902 THERAPY PROVIDER 270579 ABSOLUTE REHABILITATION AND CONSULT 7233 WHIPPLE AVE NW NORTH CANTON OH 44720 THERAPY PROVIDER 758366 6 14348 261670 55562 276018 NURSING/THERAPY 623000 57090541 57090541 MONTHLY SERVICE FEES 623990 474949 474949 RESIDENT SERVICES 624100 1656316 1656316 RENTAL 623990 399743 399743 OTHER REVENUE 623990 477295 477295 60098844 263710 263710 0 0 238350 97341 141009 141009 141009 25865 14348 5086 20779 20779 0 0 0 60800360 60098844 425498 0 7615 7615 0 0 0 0 29802324 28945242 857082 0 3784229 3629954 154275 2413186 2413186 2980835 2980835 113816 113816 123467 123467 0 0 0 3355275 3355275 165116 165116 697204 693273 3931 83950 83950 0 2269806 2247795 22011 233931 233931 0 37781 37781 1725979 1725979 0 2248816 2226328 22488 17 17 NON OFFICE SUPPLIES 3179305 3179305 LICENSES 2501239 2501239 FOOD 2017830 2017830 REPAIRS & MAINTENANCE 786692 778825 7867 BAD DEBT EXPENSE 281883 281883 662865 662865 59473161 55424672 4048489 0 1254515 6159760 10854850 5004258 6283973 6125005 819299 596250 179383 162977 1188417 1519710 59069084 37733854 22606478 21335230 5820982 4416435 49007897 45319625 5247014 5496895 1460152 1457762 36137755 32330608 155549 94533 2622284 1022042 45622754 40401840 X 3385143 4917785 3385143 4917785 49007897 45319625 X false true true X false X 659828 373790 583783 328754 276018 2222173 56989756 56818719 57909807 60941402 60098844 292758528 57649584 57192509 58493590 61270156 60374862 294980701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 294980701 541749 603701 1729450 268343 263710 3406953 541749 603701 1729450 268343 263710 3406953 6336 20779 27115 7238 7238 58198571 57796210 60223040 61544835 60659351 298422007 0.98847 0.98791 0.01142 0.01206 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4758244 4758244 31093309 20650665 10442644 11767310 8317717 3449593 1568033 1273577 294456 9882188 7491895 2390293 21335230 DEBT SERVICE RESERVE FUNDS 2606889 INTERCOMPANY RECEIVABLE 1809546 4416435 0 PENSION BENEFIT LIABILITY 425792 OTHER NOTES PAYABLE 596250 1022042 60800360 59473161 1327199 205443 205443 1532642 60536650 60536650 263710 263710 60800360 59209451 59209451 263710 263710 59473161 PART XII, LINE 4b INTEREST INCOME - $263,710 PART XIII, LINE 4b INTEREST INCOME - $263,710 GALA 10019 2058 7961 1038 DERBY 11143 4980 6163 3770 4 19051 7310 11741 278 40213 14348 25865 5086 5086 20779 true SCHOLARSHIPS 4 7615 SCHEDULE I, PART I, QUESTION 2 THE PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS IN THE US IS ADMINISTERED IN ONE OF TWO WAYS: 1. THE EMPLOYEE PAYS FOR THE EDUCATION, SUBMITS DOCUMENTATION, AND VOA REIMBURSES THEM FOR THEIR ALLOWABLE COSTS. 2. THE EMPLOYEE SUBMITS A REQUEST TO PAY THE TUITION DIRECTLY TO THE SCHOOL. IN THIS CASE, DOCUMENTATION REGARDING THE COST IS ALSO REQUIRED. false false false false false false false false false CHARLES W GOULD 0 322169 0 100 0 1864 0 30915 0 7340 0 362388 0 162067 RON PATTERSON 0 182010 0 101 0 10029 0 16843 0 13989 0 222972 0 96070 DAVID BOWMAN 0 212771 0 100 0 813 0 0 0 12107 0 225791 0 106842 PATRICK SHERIDAN 0 166434 0 101 0 1470 0 33306 0 0 0 201311 0 84003 TOM TURNBULL 0 124126 0 100 0 1547 0 27614 0 61941 0 215328 0 62887 ROBIN KELLER 0 76861 0 100 0 729 0 10268 0 62187 0 150145 0 38845 WAYNE OLSEN 0 160326 0 100 0 10025 0 17630 0 41172 0 229253 0 85226 PART I, LINE 3 THE ORGANIZATION RELIED ON VOA NATIONAL SERVICES TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. VOANS USES THE FOLLOWING METHODS: 1) INDEPENDENT COMPENSATION CONSULTANT 2) COMPENSATION SURVEY OR STUDY 3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE COLORADO HEALTH FACILITIES AUTHORITY 840752932 196475AHO 2007-05-03 37488102 REFUND PREVIOUS BONDS, REFINANCING false false 37488102 2526640 35214805 389895 3255088 2010 true true true true false false false false false false X 17520 FAIR MARKET VALUE X 8234 FAIR MARKET VALUE X 20 10282 FAIR MARKET VALUE X OTHER CONTRIBUTIONS 189 19526 FAIR MARKET VALUE false false false SCHEDULE M, LINE 31 VOLUNTEERS OF AMERICA CARE FACLITIES DOES NOT HAVE A GIFT ACCEPTANCE POLICY, HOWEVER, ANY NON-STANDARD CONTRIBUTIONS HAVE TO BE RUN BY THE DIRECTOR OF FUND DEVELOPMENT FOR APPROVAL. PART I, LINE 1 and PART III, LINE 1 Established in 1896, Volunteers of America is a national, nonprofit, faith-based organization providing services such as housing and healthcare to more than 2 million people in over 400 communities each year. Our programs serve America's most vulnerable groups, including seniors, people with disabilities, at-risk youth, men and women returning from prison, homeless individuals and families, those recovering from addictions and many others. To promote the mission of Volunteers of America, Volunteers of America Care Facilities was created to provide healthcare services to seniors and disabled individuals. PART VI, SECTION A, LINE 2 Charles Gould, David Bowman, Ron Patterson, Thomas Turnbull, Patrick Sheridan, and Robin Keller have business relationships with each other, because they also serve as directors, officers, and/or key employees of Volunteers of America, Inc., Volunteers of America National Services, and/or their related organizations. PART VI, SECTION A, LINE 6 VOA NATIONAL SERVICES IS A MEMBER. PART VI, SECTION A, LINE 7a VOA NATIONAL SERVICES HAS THE RIGHT TO ELECT OR APPOINT DIRECTORS. PART VI, SECTION A, LINE 7b VOA NATIONAL SERVICES APPROVES AMENDMENTS TO THE ARTICLES AND BYLAWS. PART VI, SECTION B, LINE 11 THE TAX RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW. THEY ARE GIVEN 5 DAYS TO REVIEW THE RETURN AND GIVE COMMENTS. AFTER THE COMMENTS ARE TAKEN CARE OF, THE TAX RETURN IS FILED. PART VI, SECTION B, LINE 12 THE POLICY REQUIRES OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE POLICY AND DISCLOSURE FORM ARE DISTRIBUTED AND COLLECTED ANNUALLY, AND INDIVIDUALS ARE REQUIRED TO UPDATE THE DISCLOSURE FORM THORUGHOUT THE YEAR IN THE EVENT POTENTIAL CONFLICTS ARISE. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS. PART VI, SECTION B, LINE 13 The organization follows the Whistleblower Policy adopted by its corporate parent, Volunteers of America National Services. PART VI, SECTION B, LINE 14 The organization follows the Document Retention and Destruction Policy adopted by its corporate parent, Volunteers of America National Services. Part VI, Section B, Line 15 Yes. The organization's CEO is not compensated by the organization but is compensated by a related organization, Volunteers of America, Inc. Volunteers of America's process for determining compensation of the organization's CEO, officers,and key employees includes review and approval by a compensation committee formed of independent members appointed by the Board of Directors. The Compensation Committee reviews compensation data with respect to functionally comparable senior management-level positions at organizations similar to Volunteers of America in size, geographic location, national presence, industry and other relevant factors, and determines a permissible range of pay between the 50th and 75th percentile of compensation received by comparators. Compensation data is gathered from published survey sources and using the services of an outside compensation consulting firm. This process was most recently undertaken by the organization in January 2009, to establish the compensation of the following individuals: Charles Gould, CEO; David Bowman, Assistant Secretary/Assistant Treasurer; Ron Patterson, Assistant Secretary/Assistant Treasurer; Tom Turnbull, Assistant Secretary/Assistant Treasurer; and Patrick Sheridan, Assistant Secretary. PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SCHEDULE K, PART I Colorado Health Facilities Authority bonds are obligations of both Volunteers of America Care Facilities and Volunteers of America Assisted Living Communities. 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VA 22314 263529092 Housing OK NA C Corporation 0 0 0.00000 Burns Manor VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 061820792 Housing CA NA C Corporation 0 0 0.00000 VOA Skylands Apartments Asheville Inc 1660 Duke Street Alexandria VA 22314 260887632 Housing NC NA C Corporation 0 0 0.00000 Brightway Commons II VOA Affordable Hous 1660 Duke Street Alexandria VA 22314 262083095 Housing DE NA C Corporation 0 0 0.00000 Palomar VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 262085746 Housing CA NA C Corporation 0 0 0.00000 false false false true false false false false false false false true false true false true false false THE HOMESTEAD AT BOULDER CITY INC D 6395000 VOANS HEALTH SERIVCES CORPORATION D 2385000 THE HOMESTEAD AT MONTROSE INC D 9750000 VOANS PACE INC D 643546 VOLUNTEERS OF AMERICA NATIONAL SERVICES L 2980835 SLEEPY EYE AREA HOME HEALTH N 81454 VOLUNTEERS OF AMERICA NATIONAL SERVICES P 2539541