Civic Intelligence

Warm Hearth Inc.

990 • Fiscal year 2019 • EIN 23-7378013

Oct 01, 2018 to Sep 30, 2019 • Filed on May 28, 2020

Organization ProfileWARMHEARTH.ORG

View Organization Page

2607 Warm Hearth Drive Suite 100Blacksburg, VA 24060

(540) 552-9176

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.94x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

4.64x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

10th percentile

-27%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

74th percentile

$191,481

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

66th percentile

8.9%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-2.4%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$9,207,830

Up $752,772 (+8.9%) from 2018

Net Assets

Down

$518,689

Down $498,913 (-49%) from 2018

Liabilities

Up

$8,689,141

Up $1,251,685 (+17%) from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin10th percentile

Revenue

Down

$1,873,955

Down $46,040 (-2.4%) from 2018

Expenses

Up

$2,372,868

Up $399,561 (+20%) from 2018

Net Income

Down

-$498,913

Down $445,601 (-836%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0-$5.0MAssets 2010: $3,459,089Liabilities 2010: $2,817,598Net Assets 2010: $641,4912010Assets 2011: $2,634,576Liabilities 2011: $1,973,382Net Assets 2011: $661,1942011Assets 2012: $2,584,379Liabilities 2012: $1,790,370Net Assets 2012: $794,0092012Assets 2013: $8,292,572Liabilities 2013: $7,358,837Net Assets 2013: $933,7352013Assets 2014: $8,278,793Liabilities 2014: $7,465,166Net Assets 2014: $813,6272014Assets 2015: $8,011,830Liabilities 2015: $7,015,386Net Assets 2015: $996,4442015Assets 2016: $8,076,103Liabilities 2016: $6,953,526Net Assets 2016: $1,122,5772016Assets 2017: $7,946,984Liabilities 2017: $6,876,070Net Assets 2017: $1,070,9142017Assets 2018: $8,455,058Liabilities 2018: $7,437,456Net Assets 2018: $1,017,6022018Assets 2019: $9,207,830Liabilities 2019: $8,689,141Net Assets 2019: $518,6892019Assets 2020: $10,491,427Liabilities 2020: $10,980,755Net Assets 2020: -$489,3282020Assets 2021: $10,786,926Liabilities 2021: $9,220,686Net Assets 2021: $1,566,2402021Assets 2022: $9,848,371Liabilities 2022: $8,403,957Net Assets 2022: $1,444,4142022Assets 2023: $13,558,191Liabilities 2023: $9,961,379Net Assets 2023: $3,596,8122023Assets 2024: $13,806,305Liabilities 2024: $10,294,454Net Assets 2024: $3,511,8512024

Highlighted filing

2019

Assets$9,207,830
Liabilities$8,689,141
Net Assets$518,689
Open 2019 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $871,1632010Expenses 2011: $976,4522011Expenses 2012: $1,154,3662012Expenses 2013: $1,569,0452013Revenue 2014: $1,569,939Expenses 2014: $1,690,047Net Income 2014: -$120,1082014Revenue 2015: $1,911,443Expenses 2015: $1,728,626Net Income 2015: $182,8172015Revenue 2016: $1,876,627Expenses 2016: $1,750,494Net Income 2016: $126,1332016Revenue 2017: $1,868,858Expenses 2017: $1,920,521Net Income 2017: -$51,6632017Revenue 2018: $1,919,995Expenses 2018: $1,973,307Net Income 2018: -$53,3122018Revenue 2019: $1,873,955Expenses 2019: $2,372,868Net Income 2019: -$498,9132019Revenue 2020: $1,592,552Expenses 2020: $2,063,930Net Income 2020: -$471,3782020Revenue 2021: $4,031,102Expenses 2021: $1,975,534Net Income 2021: $2,055,5682021Revenue 2022: $2,131,943Expenses 2022: $2,253,769Net Income 2022: -$121,8262022Revenue 2023: $5,082,852Expenses 2023: $2,930,454Net Income 2023: $2,152,3982023Revenue 2024: $2,922,854Expenses 2024: $3,007,815Net Income 2024: -$84,9612024

Highlighted filing

2019

Revenue$1,873,955
Expenses$2,372,868
Net Income-$498,913
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
May 28, 2020
Return Version
2018v3.1
Gross Receipts
$1,873,955
Mission and Program Overview

Mission

The corporation provides supervision, management and development services to a seniors housing community which is operated by 501(c) (3) and 501(c) (4) organizations and provides housing to approximately 500 elderly and handicapped persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,971,949$6,958,558▼ $13,391
Savings and Temporary Cash Investments$77,461$277,649▲ $200,188
Cash and Non-Interest-Bearing Accounts$6,796$36,904▲ $30,108
Prepaid Expenses and Deferred Charges$51,597$28,286▼ $23,311
Accounts Receivable$1,340$3,435▲ $2,095
Other Notes and Loans Receivable, Net$322$0▼ $322
Total Assets$8,455,058$9,207,830▲ $752,772
Other Assets Total$1,345,593$1,902,998▲ $557,405
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,542,006$4,641,866▲ $1,099,860
Other Liabilities$2,805,595$3,186,908▲ $381,313
Accounts Payable and Accrued Expenses$729,378$605,463▼ $123,915
Deferred Revenue$360,477$254,904▼ $105,573
Total Liabilities$7,437,456$8,689,141▲ $1,251,685
Net Assets / Fund Balance
Unrestricted Net Assets$1,017,602$518,689▼ $498,913
Total Net Assets Fund Balance$1,017,602$518,689▼ $498,913
Total Liabilities and Net Assets / Fund Balance$8,455,058$9,207,830▲ $752,772

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,207,726$2,183,466$8,391,192
Other Land Buildings$647,956$807,319$1,455,275
Land$102,876-$102,876
Other Assets Org$223,913--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ferne MoschellaPresident / CEOFT$164,006$27,475$191,481
Heather GearheartVP Health & WellnessFT$124,043$14,449$138,492
Wayne HowellCFOFT$113,896$7,185$121,081
Tambra DixonDirector of Develop & MktgFT$107,572$13,065$120,637
Molly NevittCFOFT$40,669$2,058$42,727

Board Members and Trustees

NameTitle
Ed SpencerChair
William PriceVice Chairman
Jason PospichalVice Chairman/treasurer
Bridget McmahonDirector
Charles JohnsonDirector
Ed LawhornDirector
Jo Lynn PriceDirector
Katherine AllenDirector
Meg StoneDirector
Michael WalshDirector
Mike SpearsDirector
Nancy WolfeDirector
Thomas PierceDirector
Tim HaaskenDirector
Tracy VosburghDirector
William HaithcockDirector
Hing-har LoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$38,517
Program Service Revenue
$1,835,273
Investment Income
$165
Other Revenue
$0
Change in Net Assets
$-498,913

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,873,955
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,873,955
Total Revenue per Form 990
$1,873,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,356,946
Salaries, Compensation, and Employee Benefits$1,015,922
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$286,097$264,089-$550,186
Depreciation Depletion$373,464--$373,464
Other Salaries and Wages$27,312$211,019-$238,331
Interest$197,469--$197,469
Payroll Taxes-$122,783-$122,783
All Other Expenses$106,636--$106,636
Other Employee Benefits$44,317$49,890-$94,207
Office Expenses-$74,667-$74,667
Occupancy$56,133$8,892-$65,025
Travel-$46,349-$46,349
Information Technology-$30,362-$30,362
Fees for Services Accounting-$29,684-$29,684
Insurance$5,259$18,116-$23,375
Advertising-$19,066-$19,066
Pension Plan Contributions$1,441$8,974-$10,415
Fees for Services Legal-$1,753-$1,753
Other Expenses$48,113$-6,824-$-6,824
Total Functional Expenses$1,146,241$1,226,627$0$2,372,868

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,372,868
Total Expenses per Audited Statements$2,372,868
Total Expenses per Form 990$2,372,868
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ap - Affiliates$2,007,388
Refundable Life Lease Fees$1,179,520
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the return is provided to the finance committee of the board of directors prior to filing. The finance committee discusses the 990 at their regularly scheduled meeting in may of each year. The finance committee is responsible for receiving the audit reports of the independent auditor and reviewing the form 990 prepared by the independent accountants. The finance committee reports back to the board of directors any recommendations or findings of their study.”

Form 990, Part VI, Section B, Line 12C

“The employee handbook has a statement of the code of conduct and the conflict of interests policy. The board member orientation materials include this information as well. The employees are asked to review this policy as a part of their annual performance review and board members are requested to update their commitment to this policy upon re-election to a new term.”

Form 990, Part VI, Section B, Line 15

“A committee of the board of directors is appointed to review the compensation levels of officers and key employees and for establishing the new pay rates of these employees. Compensation is compared with salary survey information available from national trade associations engaged in similar activities. The compensation level is determined by consensus of the committee and reported to human resources”

Form 990, Part VI, Section C, Line 19

“Governing documents, forms 1123 and the annual 990 are available to be viewed in carson library upon written request addressed to the chief financial officer.”

Filing and Contact Details

Filer

Filer Name
Warm Hearth Inc
EIN
23-7378013
Phone
5405529176
Address
2607 WARM HEARTH DRIVE SUITE 100, BLACKSBURG, VA 24060

Signing Officer

Name
Ferne Moschella
Title
President and CEO
Phone
5405529176
Signed
2020-05-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ferne Moschella
Formed
1974
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
502
Volunteers
0

Preparer

Firm
Brown Edwards & Company Llp
Address
1715 PRATT DRIVE STE 2700, BLACKSBURG, VA 24060
Preparer
Mark Woolwine
Phone
5404433606
Raw XML AppendixShowing 400 of 744 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0729378
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0605463
IRS990/AccountsReceivableGrp/BOYAmt01340
IRS990/AccountsReceivableGrp/EOYAmt03435
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE CORPORATION PROVIDES SUPERVISION, MANAGEMENT AND DEVELOPMENT SERVICES TO A SENIORS HOUSING COMMUNITY WHICH IS OPERATED BY 501(C) (3) AND 501(C) (4) ORGANIZATIONS AND PROVIDES HOUSING TO APPROXIMATELY 500 ELDERLY AND HANDICAPPED PERSONS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt019066
IRS990/AdvertisingGrp/TotalAmt019066
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0106636
IRS990/AllOtherExpensesGrp/TotalAmt0106636
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY KEEFER
IRS990/BooksInCareOfDetail/PhoneNum05404433423
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02607 WARM HEARTH DRIVE SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0BLACKSBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024060
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt06796
IRS990/CashNonInterestBearingGrp/EOYAmt036904
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0264089
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0286097
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0550186
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt038517
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0165
IRS990/CYOtherExpensesAmt01356946
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01835273
IRS990/CYRevenuesLessExpensesAmt0-498913
IRS990/CYSalariesCompEmpBnftPaidAmt01015922
IRS990/CYTotalExpensesAmt02372868
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01873955
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0360477
IRS990/DeferredRevenueGrp/EOYAmt0254904
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0373464
IRS990/DepreciationDepletionGrp/TotalAmt0373464
IRS990/Desc0THE CORPORATION PROVIDES SUPERVISION, MANAGEMENT AND DEVELOPMENT SERVICES TO A SENIORS HOUSING COMMUNITY WHICH IS OPERATED BY 501(C) (3) AND 501(C) (4) ORGANIZATIONS AND PROVIDES HOUSING TO APPROXIMATELY 500 ELDERLY AND HANDICAPPED PERSONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0502
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01146241
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt029684
IRS990/FeesForServicesAccountingGrp/TotalAmt029684
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01753
IRS990/FeesForServicesLegalGrp/TotalAmt01753
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1727475
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt187185
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt192058
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2014449
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2113065
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ED SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm2HING-HAR LO
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm4JASON POSPICHAL
IRS990/Form990PartVIISectionAGrp/PersonNm5ED LAWHORN
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm7TRACY VOSBURGH
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM HAITHCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm9KATHERINE ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm10MIKE SPEARS
IRS990/Form990PartVIISectionAGrp/PersonNm11TIM HAASKEN
IRS990/Form990PartVIISectionAGrp/PersonNm12BRIDGET MCMAHON
IRS990/Form990PartVIISectionAGrp/PersonNm13THOMAS PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm14JO LYNN PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm15MEG STONE
IRS990/Form990PartVIISectionAGrp/PersonNm16NANCY WOLFE
IRS990/Form990PartVIISectionAGrp/PersonNm17FERNE MOSCHELLA
IRS990/Form990PartVIISectionAGrp/PersonNm18WAYNE HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm19MOLLY NEVITT
IRS990/Form990PartVIISectionAGrp/PersonNm20HEATHER GEARHEART
IRS990/Form990PartVIISectionAGrp/PersonNm21TAMBRA DIXON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17164006
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18113896
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1940669
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20124043
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21107572
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIRMAN/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT / CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP HEALTH & WELLNESS
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF DEVELOP & MKTG
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01873955
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt030362
IRS990/InformationTechnologyGrp/TotalAmt030362
IRS990/InsuranceGrp/ManagementAndGeneralAmt018116
IRS990/InsuranceGrp/ProgramServicesAmt05259
IRS990/InsuranceGrp/TotalAmt023375
IRS990/InterestGrp/ProgramServicesAmt0197469
IRS990/InterestGrp/TotalAmt0197469
IRS990/InvestmentIncomeGrp/ExclusionAmt0165
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0165
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02990785
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06971949
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06958558
IRS990/LandBldgEquipCostOrOtherBssAmt09949343
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CORPORATION PROVIDES SUPERVISION, MANAGEMENT AND DEVELOPMENT SERVICES TO A SENIORS HOUSING COMMUNITY WHICH IS OPERATED BY 501(C) (3) AND 501(C) (4) ORGANIZATIONS AND PROVIDES HOUSING TO APPROXIMATELY 500 ELDERLY AND HANDICAPPED PERSONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03542006
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04641866
IRS990/NetAssetsOrFundBalancesBOYAmt01017602
IRS990/NetAssetsOrFundBalancesEOYAmt0518689
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08892
IRS990/OccupancyGrp/ProgramServicesAmt056133
IRS990/OccupancyGrp/TotalAmt065025
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt074667
IRS990/OfficeExpensesGrp/TotalAmt074667
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01345593
IRS990/OtherAssetsTotalGrp/EOYAmt01902998
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt049890
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt044317
IRS990/OtherEmployeeBenefitsGrp/TotalAmt094207
IRS990/OtherExpensesGrp/Desc0ADMIN EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0347807
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-6824
IRS990/OtherExpensesGrp/ProgramServicesAmt048113
IRS990/OtherExpensesGrp/TotalAmt0347807
IRS990/OtherExpensesGrp/TotalAmt148113
IRS990/OtherExpensesGrp/TotalAmt2-6824
IRS990/OtherLiabilitiesGrp/BOYAmt02805595
IRS990/OtherLiabilitiesGrp/EOYAmt03186908
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0211019
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt027312
IRS990/OtherSalariesAndWagesGrp/TotalAmt0238331
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0322
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0122783
IRS990/PayrollTaxesGrp/TotalAmt0122783
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08974
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01441
IRS990/PensionPlanContributionsGrp/TotalAmt010415
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051597
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028286
IRS990/PrincipalOfficerNm0FERNE MOSCHELLA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1VILLAGE CENTER REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2SERVICE FEE
IRS990/ProgramServiceRevenueGrp/Desc3LIFE LEASE FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0785432
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1521740
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2161730
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3106210
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0785432
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1521740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2161730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3106210
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035014
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt089
IRS990/PYOtherExpensesAmt01078404
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01884892
IRS990/PYRevenuesLessExpensesAmt0-53312
IRS990/PYSalariesCompEmpBnftPaidAmt0894903
IRS990/PYTotalExpensesAmt01973307
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01919995
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-498913
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt038517
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01835273
IRS990/SavingsAndTempCashInvstGrp/BOYAmt077461
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0277649
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt093033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0169406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0245000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0580970
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01835438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01884892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01775762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01707221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01666443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08869756
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0165
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt089
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0317
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,207,830
Liabilities
$8,689,141
Net assets
$518,689
Revenue
$1,873,955
Expenses
$2,372,868
Net income
-$498,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.8$10.3$3.51$2.92$3.01$0.08
2023Detailed filing. Detailed filing data is available for this year.$13.6$9.96$3.60$5.08$2.93$2.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.85$8.40$1.44$2.13$2.25$0.12
2021Detailed filing. Detailed filing data is available for this year.$10.8$9.22$1.57$4.03$1.98$2.06
2020Detailed filing. Detailed filing data is available for this year.$10.5$11.0$0.49$1.59$2.06$0.47
2019Detailed filing. Detailed filing data is available for this year.$9.21$8.69$0.52$1.87$2.37$0.50
2018Detailed filing. Detailed filing data is available for this year.$8.46$7.44$1.02$1.92$1.97$0.05
2017Detailed filing. Detailed filing data is available for this year.$7.95$6.88$1.07$1.87$1.92$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.08$6.95$1.12$1.88$1.75$0.13
2015Detailed filing. Detailed filing data is available for this year.$8.01$7.02$1.00$1.91$1.73$0.18
2014Detailed filing. Detailed filing data is available for this year.$8.28$7.47$0.81$1.57$1.69$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.29$7.36$0.93$1.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$1.79$0.79$1.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$1.97$0.66$0.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$2.82$0.64$0.87