Civic Intelligence

Lakewood Manor Baptist Retirement Community Inc.

990 • Fiscal year 2013 • EIN 52-1368410

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 22, 2014

Organization ProfileWWW.VBH.ORG
1900 Lauderdale Drive23238

(804) 521-9206

Siviq Scores

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

Liabilities / Assets

74th percentile

0.62x

Higher debt load relative to assets than 74% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

83rd percentile

2.26x

Higher debt load relative to revenue than 83% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

44th percentile

2.4%

Higher net margin than 44% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

43rd percentile

$286,810

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Asset Growth

40th percentile

3.3%

Faster asset growth than 40% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

35th percentile

0.4%

Faster revenue growth than 35% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$87,091,374

Up $2,789,372 (+3.3%) from 2012

Net Assets

Up

$33,127,914

Up $1,385,479 (+4.4%) from 2012

Liabilities

Up

$53,963,460

Up $1,403,893 (+2.7%) from 2012

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin44th percentile

Revenue

$23,887,962

No earlier filing loaded for comparison.

Expenses

Up

$23,303,421

Up $1,317,290 (+6.0%) from 2012

Net Income

$584,541

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300M$200M$100M$0Assets 2010: $87,885,636Liabilities 2010: $55,955,031Net Assets 2010: $31,930,6052010Assets 2011: $86,166,567Liabilities 2011: $52,971,284Net Assets 2011: $33,195,2832011Assets 2012: $84,302,002Liabilities 2012: $52,559,567Net Assets 2012: $31,742,4352012Assets 2013: $87,091,374Liabilities 2013: $53,963,460Net Assets 2013: $33,127,9142013Assets 2014: $92,423,811Liabilities 2014: $58,737,690Net Assets 2014: $33,686,1212014Assets 2015: $100,291,277Liabilities 2015: $65,401,294Net Assets 2015: $34,889,9832015Assets 2016: $97,233,362Liabilities 2016: $60,163,265Net Assets 2016: $37,070,0972016Assets 2017: $151,235,283Liabilities 2017: $109,856,050Net Assets 2017: $41,379,2332017Assets 2018: $155,391,088Liabilities 2018: $115,532,138Net Assets 2018: $39,858,9502018Assets 2019: $207,755,014Liabilities 2019: $163,170,152Net Assets 2019: $44,584,8622019Assets 2020: $197,555,635Liabilities 2020: $148,470,528Net Assets 2020: $49,085,1072020Assets 2021: $206,811,940Liabilities 2021: $149,628,782Net Assets 2021: $57,183,1582021Assets 2022: $204,699,575Liabilities 2022: $152,171,087Net Assets 2022: $52,528,4882022Assets 2023: $213,553,103Liabilities 2023: $157,539,983Net Assets 2023: $56,013,1202023Assets 2024: $216,778,109Liabilities 2024: $157,728,061Net Assets 2024: $59,050,0482024

Highlighted filing

2013

Assets$87,091,374
Liabilities$53,963,460
Net Assets$33,127,914
Open 2013 Filing

Operations Trend

Revenue Growth35th percentile

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

$60M$40M$20M$0Expenses 2010: $22,262,3852010Revenue 2011: $23,721,269Expenses 2011: $21,533,023Net Income 2011: $2,188,2462011Expenses 2012: $21,986,1312012Revenue 2013: $23,887,962Expenses 2013: $23,303,421Net Income 2013: $584,5412013Revenue 2014: $25,383,252Expenses 2014: $25,113,018Net Income 2014: $270,2342014Revenue 2015: $26,133,354Expenses 2015: $24,318,847Net Income 2015: $1,814,5072015Revenue 2016: $26,184,841Expenses 2016: $23,748,425Net Income 2016: $2,436,4162016Revenue 2017: $28,108,313Expenses 2017: $25,330,291Net Income 2017: $2,778,0222017Revenue 2018: $32,590,705Expenses 2018: $28,897,041Net Income 2018: $3,693,6642018Revenue 2019: $32,879,407Expenses 2019: $30,006,584Net Income 2019: $2,872,8232019Revenue 2020: $38,766,303Expenses 2020: $35,277,683Net Income 2020: $3,488,6202020Revenue 2021: $42,484,506Expenses 2021: $38,768,226Net Income 2021: $3,716,2802021Revenue 2022: $40,251,783Expenses 2022: $39,646,182Net Income 2022: $605,6012022Revenue 2023: $42,832,373Expenses 2023: $40,296,563Net Income 2023: $2,535,8102023Revenue 2024: $46,915,081Expenses 2024: $44,559,580Net Income 2024: $2,355,5012024

Highlighted filing

2013

Revenue$23,887,962
Expenses$23,303,421
Net Income$584,541
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 22, 2014
Return Version
2013v3.0
Gross Receipts
$25,807,350
Mission and Program Overview

Mission

To provide "dignity in living" for senior adults who reside in this planned services community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$40,663,654$42,571,404▲ $1,907,750
Savings and Temporary Cash Investments$24,318,458$24,304,784▼ $13,674
Investments Other Securities$11,358,467$11,880,272▲ $521,805
Other Notes and Loans Receivable, Net$544,900$964,220▲ $419,320
Accounts Receivable$534,654$412,417▼ $122,237
Prepaid Expenses and Deferred Charges$76,656$49,571▼ $27,085
Cash and Non-Interest-Bearing Accounts$5,000$5,001▲ $1
Total Assets$84,302,002$87,091,374▲ $2,789,372
Other Assets Total$6,800,213$6,903,705▲ $103,492
Liabilities
Other Liabilities$31,022,313$32,184,223▲ $1,161,910
Tax Exempt Bond Liabilities$19,302,866$18,961,968▼ $340,898
Accounts Payable and Accrued Expenses$2,203,598$2,772,388▲ $568,790
Deferred Revenue$30,790$44,881▲ $14,091
Total Liabilities$52,559,567$53,963,460▲ $1,403,893
Net Assets / Fund Balance
Unrestricted Net Assets$28,164,761$29,257,475▲ $1,092,714
Permanently Rstr Net Assets$2,332,948$2,528,453▲ $195,505
Temporarily Rstr Net Assets$1,244,726$1,341,986▲ $97,260
Total Net Assets Fund Balance$31,742,435$33,127,914▲ $1,385,479
Total Liabilities and Net Assets / Fund Balance$84,302,002$87,091,374▲ $2,789,372

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$31,113,709$21,587,232$52,700,941
Equipment$5,737,122$18,471,258$24,208,380
Other Land Buildings$3,383,498$2,523,840$5,907,338
Land$2,337,075-$2,337,075
Other Assets Org$1,471,065--
Other Securities$11,880,272--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,284,026$238,612-$123,256$2,399,382
2012$2,312,533$70,093-$98,600$2,284,026
2011$2,440,609$38,168-$166,244$2,312,533
2010----$2,440,609
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Jeffrey J McinnisExecutive DirectorFT$136,699$23,601$160,300
Mr Joseph KelleyCFO--$127,031$127,031
Mr Robert BuswellAsst. Treasurer--$111,582$111,582
Ms Monica HillerySecretary--$99,406$99,406

Board Members and Trustees

NameTitle
Dr Randall RobinsonPresident & CEO
Mr Charles W TysingerTrustee
Mr Craig HopsonTrustee
Mr John T KingTrustee
Mr Joseph M TeefeyTrustee
Mr Lebron J HoldenTrustee
Mr Maurice C LawTrustee
Mr Michael E KeckTrustee
Mr Michael M SmithTrustee
Mr Ned StephensonTrustee
Mr Oliver L WayTrustee
Mr Samual G Oakley IiiTrustee
Mr Thomas W LovelaceTrustee
Mr William F Trimble JrTrustee
Rev C Nelson HarrisTrustee
Rev Lawrence a DaviesTrustee
Mr Kent M PhillipsEvp & Acting COO
Mr John P RobinsonVP

Highest Paid Contractors

ContractorServicesLocationCompensation
Daniel & CompanyBuilding Contractor-$1,119,531
Sysco Food Services Of Virginia LLCFood Purchased-$951,062
Rehabcare Group INCTherapy Services-$931,882
Balducci AdditionsBuilding Contractor-$921,755
Colonial Webb ContractorsBuilding Contractor-$523,242
Revenue and Support

Revenue Composition

Contributions and Grants
$748,127
Program Service Revenue
$22,607,692
Investment Income
$524,521
Other Revenue
$7,622
All Other Contributions
$245,531
Change in Net Assets
$584,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,947,370
Salaries, Compensation, and Employee Benefits$10,948,442
Grants and Similar Amounts Paid$407,609
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,640,871$609,519-$9,250,390
Depreciation Depletion$3,150,599--$3,150,599
Occupancy$3,112,857--$3,112,857
Fees for Services Other$2,007,887--$2,007,887
Interest$1,030,780--$1,030,780
Other Employee Benefits$697,487$60,112-$757,599
Payroll Taxes$627,229$54,057-$681,286
Grants to Domestic Individuals$407,609--$407,609
Advertising-$193,409-$193,409
Current Officers, Directors, Trustees, and Key Employees-$160,300-$160,300
Office Expenses-$127,268-$127,268
Other Expenses$123,153$146,060-$123,153
Pension Plan Contributions$91,022$7,845-$98,867
Travel$38,789--$38,789
All Other Expenses$37,303$-14,299-$23,004
Information Technology-$6,899-$6,899
Fees for Services Lobbying-$507-$507
Total Functional Expenses$21,951,744$1,351,677$0$23,303,421
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Entrance Fees$31,677,757
Due to Affiliates$506,466

Bond Issues

BondIssuerIssuedIssue PricePurpose
C54-11974722006-01-24$32,242,472Fund project costs of lakewood manor
A23-70023282003-01-24$6,152,134Refund outstanding series 2000 bonds a
B23-70023282006-05-24$5,463,460Defease and replace portion of outstanding bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
C$32,242,472-$18,847,472-
A$6,152,134-$5,893,355$106,863
B$5,463,460-$235,126$635,765

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 11

“The organization's form 990 is prepared by the organization's external financial audit firm from information the organization furnished, and reviewed by the organization's chief financial executive and controller prior to submission to the irs.”

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

“The executive committee of the board of trustees and the virginia baptist homes, inc. Compliance officer monitor and enforce the conflict of interest policy, in accordance with the vbh corporate compliance program.”

Form 990, Part VI, Section B, Line 15

“The compensation of the organization's ceo, officers and key employees is set by the board of trustees after deliberation, including review of the "chief executive of multi-facility organizations compensation report" and other senior living industry comparability reports. This process was most recently conducted in 2013.”

Form 990, Part VI, Section C, Line 19

“The organization's form 990 and associated materials are made available at, or by request to, either the business' location or the headquarters of virginia baptist homes, inc. The form 990 may also be viewed on certain third party websites (e.g., guidestar).”

Filing and Contact Details

Filer

EIN
52-1368410
Phone
8045219206

Signing Officer

Name
Joseph Kelley
Title
CFO
Phone
8045219206
Signed
2014-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randall Robinson
Formed
1969
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
15
Employees
470
Volunteers
130

Preparer

Preparer
John Norman
Phone
7049985200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in pv of perpetual trusts 177,417. Net assets released from resctrictions -123,256. Net assets released to unrestricted 123,256.”

FORM 990, PART XII, LINE 2C:

“No change in method since the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowments are held by virginia baptist homes foundation, inc. And to be used towards the continuation of resident services.”

PART X, LINE 2:

“Should the tax-exempt status of the organization be challenged in the future, the 2011, 2012, and 2013 tax years are open for examination by federal, state, and local authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status. The organization is not aware of any significant activities that are subject to tax on unrelated business income or excise or other taxes. The organization adopted accounting guidance regarding recognition and measurement of uncertain tax positions. The implementation has had no impact on the organization's financial statements.”

Raw XML AppendixShowing 400 of 966 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.

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IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt155067
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt165989
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt171859
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt189312
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt197494
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt208760
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt216069
IRS990/Form990PartVIISectionAGrp/PersonNm0MR MICHAEL M SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1MR JOSEPH M TEEFEY
IRS990/Form990PartVIISectionAGrp/PersonNm2REV LAWRENCE A DAVIES
IRS990/Form990PartVIISectionAGrp/PersonNm3REV C NELSON HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm4MR LEBRON J HOLDEN
IRS990/Form990PartVIISectionAGrp/PersonNm5MR MICHAEL E KECK
IRS990/Form990PartVIISectionAGrp/PersonNm6MR JOHN T KING
IRS990/Form990PartVIISectionAGrp/PersonNm7MR MAURICE C LAW
IRS990/Form990PartVIISectionAGrp/PersonNm8MR OLIVER L WAY
IRS990/Form990PartVIISectionAGrp/PersonNm9MR NED STEPHENSON
IRS990/Form990PartVIISectionAGrp/PersonNm10MR WILLIAM F TRIMBLE JR
IRS990/Form990PartVIISectionAGrp/PersonNm11MR CHARLES W TYSINGER
IRS990/Form990PartVIISectionAGrp/PersonNm12MR SAMUAL G OAKLEY III
IRS990/Form990PartVIISectionAGrp/PersonNm13MR CRAIG HOPSON
IRS990/Form990PartVIISectionAGrp/PersonNm14MR THOMAS W LOVELACE
IRS990/Form990PartVIISectionAGrp/PersonNm15DR RANDALL ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm16MR KENT M PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm17MS MONICA HILLERY
IRS990/Form990PartVIISectionAGrp/PersonNm18MR ROBERT BUSWELL
IRS990/Form990PartVIISectionAGrp/PersonNm19MR JOHN P ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm20MR JOSEPH KELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm21MR JEFFREY J MCINNIS
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/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21154231
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/ReportableCompFromRltdOrgAmt15281743
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16199049
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1797547
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18102270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19232284
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20118271
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16EVP & ACTING COO
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASST. TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0101091
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0407609
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0407609
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0407609
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02020479
IRS990/GrossReceiptsAmt025807350
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06899
IRS990/InformationTechnologyGrp/TotalAmt06899
IRS990/InterestGrp/ProgramServicesAmt01030780
IRS990/InterestGrp/TotalAmt01030780
IRS990/InvestmentIncomeGrp/ExclusionAmt0423430
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0423430
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt011358467
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt011880272
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt052
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt042582330
IRS990/LandBldgEquipBasisNetGrp/BOYAmt040663654
IRS990/LandBldgEquipBasisNetGrp/EOYAmt042571404
IRS990/LandBldgEquipCostOrOtherBssAmt085153734
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01919388
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE "DIGNITY IN LIVING" FOR SENIOR ADULTS WHO RESIDE IN THIS PLANNED SERVICES COMMUNITY, SOME OF WHOM CANNOT AFFORD TO PAY THE FULL COST OF THEIR CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt031742435
IRS990/NetAssetsOrFundBalancesEOYAmt033127914
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0101091
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0101091
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0623521
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt03112857
IRS990/OccupancyGrp/TotalAmt03112857
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0127268
IRS990/OfficeExpensesGrp/TotalAmt0127268
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06800213
IRS990/OtherAssetsTotalGrp/EOYAmt06903705
IRS990/OtherChangesInNetAssetsAmt0177417
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt060112
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0697487
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0757599
IRS990/OtherExpensesGrp/Desc0DIETARY SUPPLIES
IRS990/OtherExpensesGrp/Desc1PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc2DUES & TRAINING
IRS990/OtherExpensesGrp/Desc3EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0146060
IRS990/OtherExpensesGrp/ProgramServicesAmt01156033
IRS990/OtherExpensesGrp/ProgramServicesAmt1830125
IRS990/OtherExpensesGrp/ProgramServicesAmt2123153
IRS990/OtherExpensesGrp/TotalAmt01156033
IRS990/OtherExpensesGrp/TotalAmt1830125
IRS990/OtherExpensesGrp/TotalAmt2146060
IRS990/OtherExpensesGrp/TotalAmt3123153
IRS990/OtherLiabilitiesGrp/BOYAmt031022313
IRS990/OtherLiabilitiesGrp/EOYAmt032184223
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER NONOPERATING
IRS990/OtherRevenueMiscGrp/ExclusionAmt07622
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07622
IRS990/OtherRevenueTotalAmt07622
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0609519
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08640871
IRS990/OtherSalariesAndWagesGrp/TotalAmt09250390
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0544900
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0964220
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt054057
IRS990/PayrollTaxesGrp/ProgramServicesAmt0627229
IRS990/PayrollTaxesGrp/TotalAmt0681286
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07845
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt091022
IRS990/PensionPlanContributionsGrp/TotalAmt098867
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02332948
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02528453
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt076656
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt049571
IRS990/PrincipalOfficerNm0RANDALL ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0632000
IRS990/ProgramServiceRevenueGrp/BusinessCd1632000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTIAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1HEALTH CARE SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017255460
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14820838
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017255460

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,091,374
Liabilities
$53,963,460
Net assets
$33,127,914
Revenue
$23,887,962
Expenses
$23,303,421
Net income
$584,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$217$158$59.1$46.9$44.6$2.36
2023Detailed filing. Detailed filing data is available for this year.$214$158$56.0$42.8$40.3$2.54
2022Detailed filing. Detailed filing data is available for this year.$205$152$52.5$40.3$39.6$0.61
2021Detailed filing. Detailed filing data is available for this year.$207$150$57.2$42.5$38.8$3.72
2020Detailed filing. Detailed filing data is available for this year.$198$148$49.1$38.8$35.3$3.49
2019Detailed filing. Detailed filing data is available for this year.$208$163$44.6$32.9$30.0$2.87
2018Detailed filing. Detailed filing data is available for this year.$155$116$39.9$32.6$28.9$3.69
2017Detailed filing. Detailed filing data is available for this year.$151$110$41.4$28.1$25.3$2.78
2016Detailed filing. Detailed filing data is available for this year.$97.2$60.2$37.1$26.2$23.7$2.44
2015Detailed filing. Detailed filing data is available for this year.$100$65.4$34.9$26.1$24.3$1.81
2014Detailed filing. Detailed filing data is available for this year.$92.4$58.7$33.7$25.4$25.1$0.27
2013Detailed filing. Detailed filing data is available for this year.$87.1$54.0$33.1$23.9$23.3$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.3$52.6$31.7$22.0
2011Summary only. Only limited summary data is available for this year.$86.2$53.0$33.2$23.7$21.5$2.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.9$56.0$31.9$22.3