TY 2018 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) MRS KIMBERLY K DENNEY...................................................................... CHAIR	15.00 ................. 2.00	X	X	0	0
(2) MR WAYNE HAGLUND...................................................................... VICE CHAIR	14.00 ................. 2.00	X	X	0	0
(3) MR RONALD E JENNETTE...................................................................... PRESIDENT	32.00 ................. 8.00	X	X	333,238	52,606
(4) MRS ALYCE ANNE BAGGETT...................................................................... DIRECTOR	8.00 ................. 3.00	X		0	0
(5) DR JESSE BRANNEN...................................................................... DIRECTOR	6.00 ................. 2.00	X		0	0
(6) MR SAM BURRIS JR...................................................................... DIRECTOR	8.00 ................. 1.00	X		0	0
(7) MR JOHN HICKS...................................................................... DIRECTOR	6.00 ................. 1.00	X		0	0
(8) MR BILL KING...................................................................... DIRECTOR	6.00 ................. 1.00	X		0	0
(9) MRS LISA MCNAIR...................................................................... DIRECTOR	6.00 ................. 1.00	X		0	0
(10) DR CHARLES MILLIKAN...................................................................... DIRECTOR	0.00 ................. 2.00	X		0	0
(11) REV PRESTON MORGAN...................................................................... DIRECTOR	0.00 ................. 2.00	X		0	0
(12) MR DONALD MORRISS...................................................................... DIRECTOR	15.00 ................. 2.00	X		0	0
(13) REV BT WILLIAMSON...................................................................... DIRECTOR	15.00 ................. 2.00	X		0	0
(14) REVJACK WOMACK...................................................................... DIRECTOR	15.00 ................. 2.00	X		0	0
(15) MR THOMAS WUSSOW...................................................................... DIRECTOR	8.00 ................. 2.00	X		0	0
(16) MR DON STEPHENS...................................................................... CFO/TREASURER	32.00 ................. 8.00		X	181,722	27,662
(17) MR CHUCK CHILDRESS...................................................................... PAST COO	40.00 ................. 0.00		X	56,056	5,864

(A) Name and business address	(B) Description of services	(C) Compensation
QUALITY CARE REHAB 8477 S SUNCOAST BLVD HOMOSASSA,FL34446	THERAPY SERVICES	4,581,044
UNIDINE CORPORATION PO BOX 102289 ATLANTA,GA30368	FOOD SERVICES	2,288,504
MORRISON COMMUNITY LIVING 5801 PEACHTREE DUNWOODY DR ATLANTA,GA30342	FOOD SERVICES	1,972,732
VANGUARD RESOURCES 6500 HWY 281 NORTH SPRING BRANCH,TX78070	FOOD SERVICES	1,492,499
BEN E KEITH PO BOX 2628 FORT WORTH,TX76113	FOOD SUPPLIER	1,037,364
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 33

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

METHODIST RETIREMENT COMMUNITIES
GROUP RETURN

Employer identification number

38-4022302

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2018

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2017 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	662,189	638,289	889,651	2,190,129
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	53,519,983	59,599,796	64,346,655	177,466,434
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	54,182,172	60,238,085	65,236,306	179,656,563
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons				0
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.				0
c	Add lines 7a and 7b..				0
8	Public support. (Subtract line 7c from line 6.)				179,656,563

Section B. Total Support

Calendar year (or fiscal year beginning in)		(c) 2016	(d) 2017	(e) 2018	(f) Total
9	Amounts from line 6...	54,182,172	60,238,085	65,236,306	179,656,563
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	433,545	905,082	1,371,977	2,710,604
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	433,545	905,082	1,371,977	2,710,604
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	995,333	993,688	1,399,449	3,388,470
13	Total support. (Add lines 9, 10c, 11, and 12.)..	55,611,050	62,136,855	68,007,732	185,755,637

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2017 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2017 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2018

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2018

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2018

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2018 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2018	(iii) Distributable Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2018:
a From 2013.......
b From 2014.......
c From 2015.......
d From 2016.......
e From 2017.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2018 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2019. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2014......
b Excess from 2015.....
c Excess from 2016.....
d Excess from 2017.....
e Excess from 2018.....

Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	ANCILLARY SERVICES - 2016 AMOUNT: $ 853,359. 2017 AMOUNT: $ 814,902. 2018 AMOUNT: $ 1,043,176. OTHER REVENUE - 2016 AMOUNT: $ 141,974. 2017 AMOUNT: $ 175,898. 2018 AMOUNT: $ 21,477. MANAGEMENT REVENUE - 2017 AMOUNT: $ 2,888. 2018 AMOUNT: $ 3,340. INSURANCE PROCEEDS - 2018 AMOUNT: $ 254,911. GUEST ROOMS REVENUE - 2018 AMOUNT: $ 76,545.

Schedule A (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Name of the organization

METHODIST RETIREMENT COMMUNITIES
GROUP RETURN

Employer identification number

38-4022302

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2

Name of organization METHODIST RETIREMENT COMMUNITIES GROUP RETURN

Part I	Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 3

Name of organization METHODIST RETIREMENT COMMUNITIES GROUP RETURN		Employer identification number 38-4022302

Part II	Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 4


Name of organization METHODIST RETIREMENT COMMUNITIES GROUP RETURN			Employer identification number 38-4022302
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

METHODIST RETIREMENT COMMUNITIES
GROUP RETURN

Employer identification number

38-4022302

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2018

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	9,491,418		9,491,418
b	Buildings ....	208,694,277	56,210,510	152,483,767
c	Leasehold improvements	14,330,575	3,573,289	10,757,286
d	Equipment ....	18,794,298	9,414,440	9,379,858
e	Other .....	2,546,984	1,715,944	831,040
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				182,943,369

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1) SECURITY DEPOSITS				444,284
(2) RESIDENT TRUST FUND				10,799
(3) CONSTRUCTION IN PROGRESS				21,722,156
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				22,177,239

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DEPOSITS	1,869,602
FSO LIABILITY	21,048,000
RELATED PARTY LONG-TERM DEBT	4,861,613
REFUNDABLE ENTRANCE FEES	86,529,278
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	114,308,493
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2018

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	65,921,597
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-2,311,200
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	210,410
e	Add lines 2a through 2d .....................			2e	-2,100,790
3	Subtract line 2e from line 1..................			3	68,022,387
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	68,022,387

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1	75,030,549
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e	0
3	Subtract line 2e from line 1...................		3	75,030,549
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5	75,030,549

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE ORGANIZATIONS' INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATIONS ARE NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUSES. THE ORGANIZATIONS REPORT 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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF INTEREST RATE SWAPS 210,410.

Schedule D (Form 990) 2018

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

METHODIST RETIREMENT COMMUNITIES
GROUP RETURN

Employer identification number

38-4022302

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2018

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MR RONALD E JENNETTE PRESIDENT	(i) (ii)	0 ------------- 333,238	0 ------------- 0	0 ------------- 0	0 ------------- 32,406	0 ------------- 20,200	0 ------------- 385,844	0 ------------- 0
2MR DON STEPHENS CFO/TREASURER	(i) (ii)	0 ------------- 181,722	0 ------------- 0	0 ------------- 0	0 ------------- 9,199	0 ------------- 18,463	0 ------------- 209,384	0 ------------- 0
3MR MATTHEW CURRIE VP/EXECUTIVE DIRECTOR	(i) (ii)	0 ------------- 146,322	0 ------------- 0	0 ------------- 0	0 ------------- 6,900	0 ------------- 2,917	0 ------------- 156,139	0 ------------- 0
4MS AMY THOMAS VP/EXECUTIVE DIRECTOR	(i) (ii)	0 ------------- 141,866	0 ------------- 0	0 ------------- 0	0 ------------- 7,500	0 ------------- 24,047	0 ------------- 173,413	0 ------------- 0
5MR GREGORY ROSSI EXECUTIVE DIRECTOR	(i) (ii)	0 ------------- 127,233	0 ------------- 0	0 ------------- 0	0 ------------- 6,663	0 ------------- 21,000	0 ------------- 154,896	0 ------------- 0

Schedule J (Form 990) 2018

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 3	SALARY FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL IS SET BY THE METHODIST RETIREMENT COMMUNITIES (MRC) BOARD, THE PARENT ENTITY.

Schedule J (Form 990) 2018

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization
METHODIST RETIREMENT COMMUNITIES
GROUP RETURN

Employer identification number
38-4022302

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION	26-1604618	64542UDA9	11-03-2016	58,896,567	DEVELOPMENT OF CCRC COMMUNITY		X		X		X
B	NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION	26-1604618	64542UCR3	09-08-2016	54,843,605	REFINANCING OF 2010 & 2011 BONDS ISSUED ON 7/28/10 & 12/13/11, RESPECTIVELY		X		X		X
C	RED RIVER HEALTH FACILITIES DEVELOPMENT CORPORATION	37-1545514	75687DAW3	03-27-2014	73,027,342	DEVELOPMENT OF CCRC COMMUNITY		X		X		X
D	NEWARK CULTURAL EDUCATION FACILITIES FINANCE CORPORATION	26-3769964	NONEAVAIL	11-15-2017	9,889,325	RE-ISSUANCE OF 2011A & 2011B BONDS ISSUED ON 12/21/2011		X		X		X
	TARRANT COUNTY CULTURUAL EDUCATION FACILITIES FINANCE CORPORATION	04-3833551	87638XAA2	03-15-2018	14,850,000	DEVELOPMENT OF CCRC COMMUNITY		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	11,785,000		1,735,000		13,000,000		613,750
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	59,305,233		54,924,020		73,149,134		9,889,375
4 Gross proceeds in reserve funds .............	3,333,943		3,154,174		5,335,254
5 Capitalized interest from proceeds .............	2,679,086
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,177,931		1,096,872		1,460,546
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	52,114,273				66,353,334
11 Other spent proceeds .............			50,672,974				9,889,375
12 Other unspent proceeds .............	2,533,330
13 Year of substantial completion .............	2018		2016		2016		2017
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue? ....	X			X	X			X
15 Were the bonds issued as part of an advance refunding issue? .....		X	X			X		X
16 Has the final allocation of proceeds been made? ..........		X		X	X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X	X			X	X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2018

Page 2

Part Ⅲ

Private Business Use (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0.200 %		0 %		0.240 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0 %		0 %		0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0.200 %		0 %		0.240 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......	X		X		X		X
b Exception to rebate? ........		X		X		X		X
c No rebate due? .........		X		X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X		X	X		X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........

Schedule K (Form 990) 2018

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).

Return Reference

Explanation

SCHEDULE K, PART II, PROCEEDS LINE 3:

THE DIFFERENCE BETWEEN THE 11/03/16 BOND ISSUE PRICE OF $58,896,567 AND THE TOTAL PROCEEDS OF THE ISSUE OF $59,305,233 IS DUE TO INVESTMENT EARNINGS OF $408,666. THE DIFFERENCE BETWEEN THE 09/08/16 BOND ISSUE PRICE OF $54,843,605 AND THE TOTAL PROCEEDS OF THE ISSUE OF $54,924,020 IS DUE TO INVESTMENT EARNINGS OF $80,415. THE DIFFERENCE BETWEEN THE 03/27/14 BOND ISSUE PRICE OF $73,027,342 AND THE TOTAL PROCEEDS OF THE ISSUE OF $73,149,134 IS DUE TO INVESTMENT EARNINGS OF $121,792.

Schedule K (Form 990) 2018

Additional Data

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Software Version:

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization
METHODIST RETIREMENT COMMUNITIES
GROUP RETURN

Employer identification number
38-4022302

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION	26-1604618	64542UDA9	11-03-2016	58,896,567	DEVELOPMENT OF CCRC COMMUNITY		X		X		X
B	NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION	26-1604618	64542UCR3	09-08-2016	54,843,605	REFINANCING OF 2010 & 2011 BONDS ISSUED ON 7/28/10 & 12/13/11, RESPECTIVELY		X		X		X
C	RED RIVER HEALTH FACILITIES DEVELOPMENT CORPORATION	37-1545514	75687DAW3	03-27-2014	73,027,342	DEVELOPMENT OF CCRC COMMUNITY		X		X		X
D	NEWARK CULTURAL EDUCATION FACILITIES FINANCE CORPORATION	26-3769964	NONEAVAIL	11-15-2017	9,889,325	RE-ISSUANCE OF 2011A & 2011B BONDS ISSUED ON 12/21/2011		X		X		X
	TARRANT COUNTY CULTURUAL EDUCATION FACILITIES FINANCE CORPORATION	04-3833551	87638XAA2	03-15-2018	14,850,000	DEVELOPMENT OF CCRC COMMUNITY		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	11,785,000		1,735,000		13,000,000		613,750
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	59,305,233		54,924,020		73,149,134		9,889,375
4 Gross proceeds in reserve funds .............	3,333,943		3,154,174		5,335,254
5 Capitalized interest from proceeds .............	2,679,086
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,177,931		1,096,872		1,460,546
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	52,114,273				66,353,334
11 Other spent proceeds .............			50,672,974				9,889,375
12 Other unspent proceeds .............	2,533,330
13 Year of substantial completion .............	2018		2016		2016		2017
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue? ....	X			X	X			X
15 Were the bonds issued as part of an advance refunding issue? .....		X	X			X		X
16 Has the final allocation of proceeds been made? ..........		X		X	X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X	X			X	X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2018

Page 2

Part Ⅲ

Private Business Use (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0.200 %		0 %		0.240 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0 %		0 %		0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0.200 %		0 %		0.240 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......	X		X		X		X
b Exception to rebate? ........		X		X		X		X
c No rebate due? .........		X		X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X		X	X		X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........

Schedule K (Form 990) 2018

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).

Return Reference

Explanation

SCHEDULE K, PART II, PROCEEDS LINE 3:

Schedule K (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

METHODIST RETIREMENT COMMUNITIES
GROUP RETURN

Employer identification number

38-4022302

Return Reference	Explanation
FORM 990, PART I, LINE 1	THE ORGANIZATION IS COMMITTED TO QUALITY LIVING FOR SENIOR ADULTS IN A FAITH-BASED ENVIRONMENT. THE ORGANIZATION TAKES GREAT PRIDE IN BEING AN IMPORTANT PART OF THE BROADER, LOCAL COMMUNITY WHERE IT SERVES SENIORS AND PROVIDES LOCAL EMPLOYMENT IN MEETING ITS 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 ORGANIZATION OPENLY ACCEPTS PERSONS OF ALL FAITHS AND BELIEFS; WITH NO DISCRIMINATION TOWARD RESIDENTS, STAFF, BOARD MEMBERS, VOLUNTEERS, DONORS, VENDORS, ETC. THE ORGANIZATION ACCEPTS DONATIONS, USUALLY THROUGH THE MRC FOUNDATION, TO ASSIST AND RETAIN RESIDENTS WHO OUTLIVE THEIR RESOURCES AND RUN LOW ON FUNDS OR EVENTUALLY EVEN OUT OF MONEY THROUGH NO FAULT OF THEIR OWN. THE ORGANIZATION PROVIDES SERVICES, PROGRAMS, ACTIVITIES, CARE AND HOUSING TO SENIORS IN INDEPENDENT/RESIDENTIAL LIVING APARTMENTS, ASSISTED LIVING APARTMENTS, SPECIALTY MEMORY SUPPORT SUITES FOR THOSE WITH ALZHEIMER'S AND OTHER DEMENTIAS, AND SKILLED NURSING & REHABILITATION UNITS. THE ORGANIZATION ACCEPTS MEDICARE & MEDICAID PAYMENTS ALONG WITH PRIVATE PAY AND SOME INSURANCE PLANS. THE ORGANIZATION ALSO OPENS ITS DOORS TO PERIODICALLY PROVIDE SPACE USE FOR OTHER LOCAL NONPROFITS, SUCH AS LIONS, ROTARY, CHAMBER, ETC.
FORM 990, PART VI, SECTION A, LINE 3	THE MANAGEMENT COMPANY OF THIS ENTITY IS MRC, A RELATED ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 6	METHODIST RETIREMENT COMMUNITIES APPROVES APPOINTMENT OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7A	METHODIST RETIREMENT COMMUNITIES, A RELATED ORGANIZATION, APPROVES APPOINTMENT OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	METHODIST RETIREMENT COMMUNITIES, A RELATED ORGANIZATION, HAS A RIGHT TO APPROVE OR REJECT ANY DECISIONS MADE BY THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	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 990S ARE REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE BOARD AND ALSO MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS.
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 METHODIST RETIREMENT COMMUNITIES (MRC) BOARD, THE PARENT ENTITY. 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. THE 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. THE CEO APPROVES WITHIN BOARD APPROVED BUDGETED GUIDELINES. W-2'S ARE ISSUED BY THE PARENT ORGANIZATION, MRC.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	CUMMULATIVE EFFECT OF CHANGE IN ACCOUNTING FOR DEFERRED MARKETING COSTS -6,923,251. CHANGE IN VALUE OF INTEREST RATE SWAPS 210,410.
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.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

METHODIST RETIREMENT COMMUNITIES
GROUP RETURN

Employer identification number

38-4022302

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)METHODIST RETIREMENT COMMUNITIES 1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS,TX77380 74-1403088	PROVIDING HOUSING FOR ELDERLY & HANDICAPPED INDIVIDUALS	TX	501(C)(3)	LINE 10			No
(2)UNITED METHODIST SENIOR SERVICES FOUNDATION 1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS,TX77380 20-5992404	PROVIDING HOUSING FOR ELDERLY & HANDICAPPED INDIVIDUALS	TX	501(C)(3)	LINE 12A, I	METHODIST RETIREMENT COMMUNITIES		No
(3)PINECREST RETIREMENT TRUST 1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS,TX77380 75-2802726	PROVIDING HOUSING FOR ELDERLY & HANDICAPPED INDIVIDUALS	TX	501(C)(3)	LINE 12A, I	METHODIST RETIREMENT COMMUNITIES		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2018

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) NFP ASSURANCE GROUP PO BOX 1085 5TH FLOOR QUEENSGATE HO CJ 98-0405035	SELF-INSURANCE	CJ	N/A	C				No

Schedule R (Form 990) 2018

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

Yes

e Loans or loan guarantees by related organization(s) ............................

Yes

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2018

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2018

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2018

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	638,289	889,651
9	Program service revenue (Part VIII, line 2g) .........	59,599,796	64,346,655
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	977,498	1,386,632
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	993,688	1,399,449
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	62,209,271	68,022,387
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	23,631,259	27,090,894
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	59,698,839	47,939,655
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	83,330,098	75,030,549
19	Revenue less expenses. Subtract line 18 from line 12.......	-21,120,827	-7,008,162
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	283,787,155	290,135,151
21	Total liabilities (Part X, line 26).............	306,310,677	328,690,876
22	Net assets or fund balances. Subtract line 21 from line 20.....	-22,523,522	-38,555,725

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 21,492,462 including grants of $ ) (Revenue $ 27,040,976 )
	THE ORGANIZATION PROVIDES SKILLED NURSING SERVICES FOR ITS RESIDENTS AT ITS CCRC LOCATIONS AT MRC TOWNCREEK, MRC CORNERSTONE, MRC CRESTVIEW, MRC PINECREST, AND HAPPY HARBOR METHODIST HOME INC. MRC TOWNCREEK HAS 66 HEALTH CARE BEDS LOCATED IN HUNTSVILLE, TEXAS, MRC CORNERSTONE HAS 40 HEALTH CARE BEDS LOCATED IN TEXARKANA, TEXAS, MRC CRESTVIEW HAS 48 HEALTH CARE BEDS LOCATED IN BRYAN, TEXAS, MRC PINECREST HAS 51 HEALTH CARE BEDS LOCATED IN LUFKIN, TEXAS, AND HAPPY HARBOR METHODIST HOME, INC. HAS 48 HEALTH CARE BEDS LOCATED IN LEAGUE CITY, TEXAS.

4b	(Code: ) (Expenses $ 22,953,600 including grants of $ ) (Revenue $ 19,854,038 )
	THE ORGANIZATION PROVIDES INDEPENDENT LIVING SERVICES FOR ITS RESIDENTS AT MRC CORNERSTONE, MRC CRESTVIEW, MRC PINECREST, HAPPY HARBOR METHODIST HOME INC., MRC SENIOR LIVING, BAYVIEW SENIOR HOUSING, MRC CRESTVIEW PLACE, MRC CRESTVIEW TERRACE, CRESTVIEW UNITY, HAPPY HARBOR SENIOR HOUSING, AND MRC SENIOR LIVING FORT WORTH. FIVE OF THE INDEPENDENT LIVING PROPERTIES ARE FINANCED BY HUD WHICH INCLUDE BAYVIEW SENIOR HOUSING, MRC CRESTVIEW PLACE, MRC CRESTVIEW TERRACE, CRESTVIEW UNITY, AND HAPPY HARBOR SENIOR HOUSING. MRC CORNERSTONE HAS 108 INDEPENDENT LIVING UNITS LOCATED IN TEXARKANA, TEXAS, MRC CRESTVIEW HAS 91 INDEPENDENT LIVING UNITS LOCATED IN BRYAN, TEXAS, MRC PINECREST HAS 119 INDEPENDENT LIVING UNITS LOCATED IN LUFKIN, TEXAS, HAPPY HARBOR METHODIST HOME, INC. HAS 116 INDEPENDENT LIVING UNITS LOCATED IN LEAGUE CITY, TEXAS, MRC SENIOR LIVING HAS 72 INDEPENDENT LIVING UNITS LOCATED IN COLLEGE STATION, TEXAS, BAYVIEW SENIOR HOUSING HAS 61 INDEPENDENT LIVING UNITS LOCATED IN LAPORTE, TEXAS, MRC CRESTVIEW PLACE HAS 44 INDEPENDENT LIVING UNITS LOCATED IN BRYAN, TEXAS, MRC CRESTVIEW TERRACE HAS 100 INDEPENDENT LIVING UNITS LOCATED IN BRYAN, TEXAS, CRESTVIEW UNITY HAS 63 INDEPENDENT LIVING UNITS LOCATED IN BRYAN, TEXAS, HAPPY HARBOR SENIOR HOUSING HAS 51 INDEPENDENT LIVING UNITS LOCATED IN LAPORTE, TEXAS, AND MRC SENIOR LIVING FORT WORTH HAS 172 PLANNED INDEPENDENT LIVING UNITS LOCATED IN FORT WORTH, TEXAS.

4c	(Code: ) (Expenses $ 11,627,519 including grants of $ ) (Revenue $ 15,784,282 )
	THE ORGANIZATION PROVIDES ASSISTED LIVING AND MEMORY SUPPORT SERVICES FOR ITS RESIDENTS AT MRC TOWNCREEK, MRC CORNERSTONE, MRC CRESTVIEW, MRC PINECREST, HAPPY HARBOR METHODIST HOME INC., MRC SENIOR LIVING, AND MRC SENIOR LIVING FORT WORTH. MRC TOWNCREEK HAS 32 ASSISTED LIVING UNITS AND 18 MEMORY SUPPORT UNITS LOCATED IN HUNTSVILLE, TEXAS, MRC CORNERSTONE HAS 51 ASSISTED LIVING UNITS INCLUDING 36 CERTIFIED UNITS FOR ALZHEIMER'S CARE LOCATED IN TEXARKANA, TEXAS, MRC CRESTVIEW HAS 48 ASSISTED LIVING UNITS AND 18 MEMORY SUPPORT UNITS LOCATED IN BRYAN, TEXAS, MRC PINECREST HAS 40 MEMORY SUPPORT UNITS LOCATED IN LUFKIN, TEXAS, HAPPY HARBOR METHODIST HOME, INC. HAS 36 ASSISTED LIVING UNITS AND 24 MEMORY SUPPORT UNITS LOCATED IN LEAGUE CITY, TEXAS., MRC SENIOR LIVING HAS 24 ASSISTED LIVING UNITS AND 18 MEMORY SUPPORT UNITS LOCATED IN COLLEGE STATION, TEXAS, AND MRC SENIOR LIVING FORT WORTH HAS 40 PLANNED ASSISTED LIVING UNITS AND 24 PLANNED MEMORY SUPPORT UNITS LOCATED IN FORT WORTH, TEXAS.

	(Code: ) (Expenses $ 1,535,861 including grants of $ ) (Revenue $ 1,667,359 )
	THE ORGANIZATION PROVIDES HOME HEALTH SERVICES FOR ITS RESIDENTS AT MRCPINECREST AND MRC CORNERSTONE.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 1,535,861 including grants of $ ) (Revenue $ 1,667,359 )
4e	Total program service expenses57,609,442

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) MRS HEATHER LEWIS........................................................................ ASSISTANT SECRETARY	38.00 .......................2.00	X		0	69,544	7,434
(19) MS JENNIFER POE........................................................................ SECRETARY	38.00 .......................2.00	X		0	44,404	2,550
(20) MR MATTHEW CURRIE........................................................................ VP/EXECUTIVE DIRECTOR	40.00 .......................0.00		X	0	146,322	9,817
(21) MS AMY THOMAS........................................................................ VP/EXECUTIVE DIRECTOR	40.00 .......................0.00		X	0	141,866	31,547
(22) MR GREGORY ROSSI........................................................................ EXECUTIVE DIRECTOR	40.00 .......................0.00		X	0	127,233	27,663
(23) MRS FRANCES BELTRAN........................................................................ VP HUMAN RESOURCES	40.00 .......................0.00		X	0	123,783	17,312
(24) MR STEVEN RAUSCH........................................................................ VP OF TECHNOLOGY	40.00 .......................0.00		X	0	118,836	12,952

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	1,343,004	195,407

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	14
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	757
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	629,666
e	Government grants (contributions)		1e	240,905

f	All other contributions, gifts, grants, and similar amounts not included above		1f	19,080

g	Noncash contributions included in lines 1a - 1f:$ 10,427
h Total. Add lines 1a-1f.......		889,651

		Business Code
2a	NURSING AND ASSISTED LIVING	623000	46,331,087	46,331,087
b	RESIDENTIAL	623000	16,437,207	16,437,207
c	ENTRANCE FEE AMORTIZATION	623000	1,578,361	1,578,361
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f ....		64,346,655

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,371,977			1,371,977
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss)......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	25,124	652,008
b	Less: cost or other basis and sales expenses	95,046	567,431
c	Gain or (loss)	-69,922	84,577
d	Net gain or (loss).....			14,655			14,655
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	ANCILLARY SERVICES		812900	1,043,176			1,043,176
b	INSURANCE PROCEEDS		900099	254,911			254,911
c	GUEST ROOMS REVENUE		900099	76,545			76,545
d	All other revenue ....			24,817			24,817
e	Total. Add lines 11a–11d ......			1,399,449
12	Total revenue. See Instructions......			68,022,387	64,346,655	0	2,786,081

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
2	Grants and other assistance to domestic individuals. See Part IV, line 22
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	22,466,559	16,609,177	5,857,382
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	190,371	136,319	54,052
9	Other employee benefits .......	2,620,421	1,876,409	744,012
10	Payroll taxes ...........	1,813,543	1,298,626	514,917
11	Fees for services (non-employees):
a	Management ......	3,463,205		3,463,205
b	Legal .........	326,078	127	325,951
c	Accounting ...........	183,678	71	183,607
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	3,134,721	2,719,642	415,079
12	Advertising and promotion ....	2,373,690		2,373,690
13	Office expenses .......	588,250	347,684	240,566
14	Information technology ......	767,418	90,823	676,595
15	Royalties ..
16	Occupancy ...........	2,342,395	2,063,433	278,962
17	Travel ............	307,255	49,247	258,008
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	199,742	23,639	176,103
20	Interest ...........	9,136,624	8,953,892	182,732
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	10,124,249	9,921,764	202,485
23	Insurance ...	1,188,368	996,018	192,350
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	HEALTHCARE	5,887,804	5,852,444	35,360
b	OUTSIDE SERVICES	3,266,899	3,190,317	76,582
c	FOOD	1,643,881	1,634,008	9,873
d	MAINTENANCE	1,148,756	1,113,054	35,702
e	All other expenses	1,856,642	732,748	1,123,894
25	Total functional expenses. Add lines 1 through 24e	75,030,549	57,609,442	17,421,107	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			11,908,212	1	14,721,761
2	Savings and temporary cash investments .........			44,731,869	2	30,267,767
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			6,696,202	4	6,765,305
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
					6
7	Notes and loans receivable, net ....			506,698	7	454,669
8	Inventories for sale or use ........			296,838	8	283,550
9	Prepaid expenses and deferred charges ......			134,213	9	655,842
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	253,857,552
b	Less: accumulated depreciation	10b	70,914,183	150,313,692	10c	182,943,369
11	Investments—publicly traded securities .			30,451,642	11	31,865,649
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			38,747,789	15	22,177,239
16	Total assets. Add lines 1 through 15 (must equal line 34)...			283,787,155	16	290,135,151

17	Accounts payable and accrued expenses .....	11,248,028	17	14,284,697
18	Grants payable ...		18
19	Deferred revenue .........	7,462,403	19	9,050,152
20	Tax-exempt bond liabilities .........	178,794,286	20	179,957,270
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..	11,678,979	23	11,090,264
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	97,126,981	25	114,308,493
26	Total liabilities. Add lines 17 through 25..	306,310,677	26	328,690,876

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	-34,219,487	27	-50,251,689
28	Temporarily restricted net assets ...........	11,695,965	28	11,695,964
29	Permanently restricted net assets		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	-22,523,522	33	-38,555,725
34	Total liabilities and net assets/fund balances ........	283,787,155	34	290,135,151

Name	Address	EIN	Name control
MRC TOWNCREEK	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	76-0668992	MRCT
MRC CORNERSTONE	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	76-0454486	MRCC
MRC CRESTVIEW	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	76-0520414	MRCC
MRC PINECREST	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	76-0347078	MRCP
HAPPY HARBOR METHODIST HOME INC	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	74-6078737	HAPP
MRC SENIOR LIVING	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	45-4198642	MRCS
BAYVIEW SENIOR HOUSING	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	20-8289146	BAYV
MRC CRESTVIEW PLACE	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	74-2989751	MRCC
MRC CRESTVIEW TERRACE	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	76-0669542	MRCC
CRESTVIEW UNITY	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	76-0697463	CRES
HAPPY HARBOR SENIOR HOUSING	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	76-0674922	HAPP
ALDERSGATE TRUST	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	76-6176219	ALDE
MRC SENIOR LIVING FORT WORTH	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	82-1763037	MRCS
MRC SENIOR LIVING SAN ANTONIO	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	82-1746315	MRCS
MRC SENIOR LIVING SUGAR LAND	1440 LAKE FRONT CIRCLE STE 140 THE WOODLANDS, TX 77380	83-0615162	MRCS