Civic Intelligence

Virginia United Methodist Homes Inc

EIN 54-0720603 • 501(c)3 • Glen Allen, VA

Profile

The mission of virginia united methodist homes, inc. (vumh) is to provide facilities, services and programs to enhance the quality of life for older persons.

120 Eastshore Drive 130Glen Allen, VA 23059

www.vumh.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.75x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

2.40x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

48th percentile

$785,552

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Asset Growth

27th percentile

1.3%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Assets

Up

$268,175,911

Up $3,431,390 (+1.3%) from 2024

Liabilities

Up

$201,262,420

Up $4,637,397 (+2.4%) from 2024

Net Assets

Down

$66,913,491

Down $1,206,007 (-1.8%) from 2024

Revenue

Up

$83,855,341

Up $11,507,054 (+16%) from 2024

Expenses

Up

$77,988,121

Up $11,130,941 (+17%) from 2024

Net Income

Up

$5,867,220

Up $376,113 (+6.8%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2010: $157,178,086Liabilities 2010: $96,943,215Net Assets 2010: $60,234,8712010Assets 2011: $164,216,333Liabilities 2011: $97,881,953Net Assets 2011: $66,334,3802011Assets 2012: $147,414,501Liabilities 2012: $99,892,401Net Assets 2012: $47,522,1002012Assets 2013: $148,271,205Liabilities 2013: $104,343,181Net Assets 2013: $43,928,0242013Assets 2014: $158,843,003Liabilities 2014: $106,395,533Net Assets 2014: $52,447,4702014Assets 2015: $165,839,493Liabilities 2015: $106,131,652Net Assets 2015: $59,707,8412015Assets 2016: $172,718,656Liabilities 2016: $109,273,003Net Assets 2016: $63,445,6532016Assets 2017: $179,294,822Liabilities 2017: $108,361,110Net Assets 2017: $70,933,7122017Assets 2018: $230,437,523Liabilities 2018: $163,300,694Net Assets 2018: $67,136,8292018Assets 2019: $259,112,388Liabilities 2019: $197,049,171Net Assets 2019: $62,063,2172019Assets 2020: $269,986,507Liabilities 2020: $202,889,233Net Assets 2020: $67,097,2742020Assets 2021: $283,233,818Liabilities 2021: $200,910,235Net Assets 2021: $82,323,5832021Assets 2022: $253,887,875Liabilities 2022: $198,564,330Net Assets 2022: $55,323,5452022Assets 2023: $253,315,563Liabilities 2023: $191,388,336Net Assets 2023: $61,927,2272023Assets 2024: $264,744,521Liabilities 2024: $196,625,023Net Assets 2024: $68,119,4982024Assets 2025: $268,175,911Liabilities 2025: $201,262,420Net Assets 2025: $66,913,4912025

Highlighted filing

2025

Assets$268,175,911
Liabilities$201,262,420
Net Assets$66,913,491

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MExpenses 2010: $43,957,8422010Expenses 2011: $46,037,6592011Expenses 2012: $69,350,4092012Expenses 2013: $59,021,2112013Revenue 2014: $58,162,964Expenses 2014: $52,574,721Net Income 2014: $5,588,2432014Revenue 2015: $60,478,265Expenses 2015: $54,580,478Net Income 2015: $5,897,7872015Revenue 2016: $64,164,685Expenses 2016: $57,625,932Net Income 2016: $6,538,7532016Revenue 2017: $66,003,102Expenses 2017: $60,173,306Net Income 2017: $5,829,7962017Revenue 2018: $66,631,435Expenses 2018: $66,449,508Net Income 2018: $181,9272018Revenue 2019: $62,812,512Expenses 2019: $65,712,259Net Income 2019: -$2,899,7472019Revenue 2020: $68,274,041Expenses 2020: $63,020,007Net Income 2020: $5,254,0342020Revenue 2021: $67,166,622Expenses 2021: $63,669,899Net Income 2021: $3,496,7232021Revenue 2022: $70,234,834Expenses 2022: $67,863,162Net Income 2022: $2,371,6722022Revenue 2023: $93,876,733Expenses 2023: $66,533,170Net Income 2023: $27,343,5632023Revenue 2024: $72,348,287Expenses 2024: $66,857,180Net Income 2024: $5,491,1072024Revenue 2025: $83,855,341Expenses 2025: $77,988,121Net Income 2025: $5,867,2202025

Highlighted filing

2025

Revenue$83,855,341
Expenses$77,988,121
Net Income$5,867,220

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$268$201$66.9$83.9$78.0$5.87
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$265$197$68.1$72.3$66.9$5.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$253$191$61.9$93.9$66.5$27.3
2022Detailed filing. Detailed filing data is available for this year.$254$199$55.3$70.2$67.9$2.37
2021Detailed filing. Detailed filing data is available for this year.$283$201$82.3$67.2$63.7$3.50
2020Detailed filing. Detailed filing data is available for this year.$270$203$67.1$68.3$63.0$5.25
2019Detailed filing. Detailed filing data is available for this year.$259$197$62.1$62.8$65.7$2.90
2018Detailed filing. Detailed filing data is available for this year.$230$163$67.1$66.6$66.4$0.18
2017Detailed filing. Detailed filing data is available for this year.$179$108$70.9$66.0$60.2$5.83
2016Detailed filing. Detailed filing data is available for this year.$173$109$63.4$64.2$57.6$6.54
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$166$106$59.7$60.5$54.6$5.90
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$159$106$52.4$58.2$52.6$5.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$148$104$43.9$59.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$147$99.9$47.5$69.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$164$97.9$66.3$46.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$157$96.9$60.2$44.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 2, 2025
Return Version
2024v5.2
Gross Receipts
$113,577,273
Mission and Program Overview

Mission

Enriching life's journey by providing housing, health care and related services for seniors.

ENRICHING LIFE'S JOURNEY

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$137,718,147$150,818,963▲ $13,100,816
Investments in Publicly Traded Securities$90,823,100$83,941,756▼ $6,881,344
Accounts Receivable$229,778$4,076,287▲ $3,846,509
Cash and Non-Interest-Bearing Accounts$8,646,992$3,606,010▼ $5,040,982
Prepaid Expenses and Deferred Charges$395,505$272,084▼ $123,421
Total Assets$264,744,521$268,175,911▲ $3,431,390
Other Assets Total$26,930,999$25,460,811▼ $1,470,188
Liabilities
Deferred Revenue$89,800,908$94,652,961▲ $4,852,053
Mortgage Notes Payable Secured by Investment Property$96,695,506$94,233,731▼ $2,461,775
Accounts Payable and Accrued Expenses$7,096,865$7,821,215▲ $724,350
Escrow Account Liability$2,019,322$3,260,578▲ $1,241,256
Other Liabilities$1,012,422$1,293,935▲ $281,513
Total Liabilities$196,625,023$201,262,420▲ $4,637,397
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$39,286,330$40,156,882▲ $870,552
Net Assets With Donor Restrictions$28,833,168$26,756,609▼ $2,076,559
Total Net Assets Fund Balance$68,119,498$66,913,491▼ $1,206,007
Total Liabilities and Net Assets / Fund Balance$264,744,521$268,175,911▲ $3,431,390

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$128,656,103$88,049,559$216,705,662
Equipment$6,659,621$7,860,638$14,520,259
Land$9,965,103-$9,965,103
Other Land Buildings$5,330,694-$5,330,694
Leasehold Improvements$207,442$236,971$444,413
Other Assets Org$25,940--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,820,888$689,840▲ $219,160$381,692$6,348,196
2023$5,778,600$260,677▲ $181,207$399,596$5,820,888
2022$6,338,601$159,457▼ $136,669$582,789$5,778,600
2021$6,800,209$282,082▼ $405,554$338,136$6,338,601
2020$6,114,028$832,751▲ $308,299$454,869$6,800,209
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher P HendersonPresident/CEOPT$536,511$249,041$785,552
Daniel NimonChief Operating OfficerFT$370,432$106,059$476,491
Kevin L SalminenChief Financial OfficerFT$343,902$93,115$437,017
Laura JonesSenior Vice President Sales & MarketingFT$285,999$30,474$316,473
Laura JonesSenior Vice President Sales & Market-$246,481$69,992$316,473
Richard D BottoneVice President Administrative ServicesFT$264,696$24,275$288,971
Richard D BottoneVice President Administrative Servic-$228,027$60,944$288,971
Amy ChapmanExecutive DirectorFT$231,006$55,379$286,385
Tameika RossVice President of Clinical ServicesFT$203,417$65,286$268,703
Mark CollinsDirector Information TechnologyFT$172,572$56,407$228,979
James StovallExecutive DirectorFT$168,188$47,760$215,948
William WrightExecutive DirectorFT$157,844$41,006$198,850
James W GreenDirector of FinanceFT$157,068$38,398$195,466
Aina OgunwareCharge Nurse LpnFT$176,600$10,159$186,759
Charles W WickhamDirector Donor Dev Retired Clergy HouseFT$169,647$9,924$179,571
Charles W WickhamDirector Donor Dev Retired Clergy Ho-$152,821$26,750$179,571
Rouba LakkisDirector of AccountingFT$151,052$25,140$176,192

Board Members and Trustees

NameTitle
Shirley M CauffmanChairperson
Kevin W BrunyVice Chairperson
F Ellen NettingDirector
Jane G HornbeckDirector
Jason HetheringtonDirector
Judy DiggsDirector
Lisa M WilliamsDirector
Steven R JonesDirector
Hank C ColemanSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Sodexo INC & AffiliatesFood Services9801 WASHINGTON BLVD, Gaithersburg, MD 20878$1,140,255
Five19 Creative LLCDesign And Marketing1620 W MAIN STREET, Richmond, VA 23220$943,367
Sycom Technologies LLCIt SecurityPO BOX 709009, Richmond, VA 23255-0909$921,237
Securitas Security Services USA INCSecurityPO BOX 403412, Atlanta, GA 30384-3412$541,905
Hudson Plumbing And HeatingPlumbing And Heating1102 NORMANDY DRIVE, Richmond, VA 23229$413,052
Revenue and Support

Revenue Composition

Contributions and Grants
$2,178,476
Program Service Revenue
$74,678,306
Investment Income
$6,998,559
Other Revenue
$0
All Other Contributions
$2,178,476
Change in Net Assets
$5,867,220

Audited Revenue Reconciliation

Revenue per Audited Statements
$83,473,649
Revenue Not Reported on Financial Statements
$381,692
Revenue Not Reported on Form 990
$-7,073,227
Other Revenue Adjustments
$381,692
Total Revenue per Audited Statements
$76,400,422
Total Revenue per Form 990
$83,855,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$44,011,946
Other Expenses$33,594,483
Grants and Similar Amounts Paid$381,692
Total Fundraising Expense$274,908
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$30,586,843$2,704,278$210,389$33,501,510
Depreciation Depletion$8,170,282--$8,170,282
Interest$4,679,046--$4,679,046
Fees for Services Other$3,420,263$653,402-$4,073,665
Current Officers, Directors, Trustees, and Key Employees-$3,361,935-$3,361,935
Other Employee Benefits$2,834,251$469,419-$3,303,670
Occupancy$3,141,996$86,175-$3,228,171
Payroll Taxes$2,281,094$334,748$16,480$2,632,322
Information Technology$1,614,250$1,380-$1,615,630
Advertising$1,424,532-$26,962$1,451,494
Insurance$1,244,664$67,139-$1,311,803
Pension Plan Contributions$921,988$277,163$13,358$1,212,509
All Other Expenses$792,608$26,530-$819,138
Office Expenses$479,601$204,150$285$684,036
Fees for Services Legal-$489,886-$489,886
Grants to Domestic Individuals$381,692--$381,692
Other Expenses$241,117$514,364-$241,117
Travel$67,774$145,715$5,064$218,553
Conferences and Meetings$56,588$149,754$2,370$208,712
Fees for Services Accounting-$147,885-$147,885
Total Functional Expenses$68,050,700$9,662,513$274,908$77,988,121

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$77,988,121
Expenses per Audited Statements$77,606,429
Total Expenses per Audited Statements$77,606,429
Expenses Not Reported on Financial Statements$381,692
Other Expense Adjustments$381,692
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
Other Liabilities$1,293,935

Bond Issues

BondIssuerIssuedIssue PricePurpose
BVirginia Small Business Financing Authority2017-12-27$57,785,180SEE PART VI
CSee Part Vi2019-03-13$46,383,571SEE PART VI
ASee Part Vi2012-08-09$31,325,144SEE PART VI

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$58,116,118$15,111,481$11,000,000$1,022,908
C$47,621,940--$927,671
A$31,325,144$27,856,935$23,000,000$626,503

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
Business relationship with 35% controlled entity
No
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

Consistent with the organization's articles of incorporation and by-laws and virginia united methodist homes, inc. Doing business as pinnacle living audit committee guidelines, a copy of the form 990 was presented to the pinnacle living audit committee, as well as all members of its governing board prior to its filing.

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

All board members sign a sworn disclosure statement annually. The information stated in the sworn disclosure statement is included in the annual disclosure statement filed with the state corporation commission of virginia by september 30 of each year.

Form 990, Part VI, Section B, Line 15

Pinnacle living uses a human resources consultant to compare positions to like positions in the market. The market analysis methodology defines the market place based on compensation philosophy (i.e. Life plan communities, health care, hospitality and non-profit organizations). The regional market includes metro areas, virginia statewide and south atlantic states. Market data is collected from numerous surveys.

Form 990, Part VI, Section C, Line 19

Pinnacle living's articles of incorporation are on file with the state corporation commission of virginia and available to the public on request. Pinnacle living's conflict of interest policy is available to the public upon written request. Pinnacle living's audited financial statements are included in its annual disclosure statement filed with the state corporation commission of virginia. That disclosure statement is made available to the public by the scc website and to all pinnacle living residents, prospective residents, and to the public upon request. In addition, pinnacle living's financial information is made available to the public on guidestar.org.

Filing and Contact Details

Filer

Filer Name
Virginia United Methodist Homes Inc
EIN
54-0720603
Phone
8044748700
Address
120 EASTSHORE DRIVE 130, GLEN ALLEN, VA 23059
Doing Business As
Pinnacle Living

Signing Officer

Name
Christopher P Henderson
Title
President/CEO
Phone
8044748700
Signed
2025-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher P Henderson
Formed
1945
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
9
Employees
975
Volunteers
480

Preparer

Firm
Brown Edwards & Company Llp
Address
4951 LAKE BROOK DRIVE SUITE 375, GLEN ALLEN, VA 23060
Preparer
Mark W Tuck CPA
Phone
8042826000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Present value change in beneficial interest in trusts -2,737,416. Transfer to affiliate -3,214,321.

Financial Statement Notes

PART IV, LINE 2B:

The organization maintains deposits for prospective residents until they are accepted for residency in the community.

PART V, LINE 4:

The income from pinnacle living's permanently restricted endowment fund is dedicated to provide monies to defray the cost of housing and services to persons in pinnacle living communities who are unable to provide such monies on their own behalf.

PART X, LINE 2:

The financial accounting standards board issued guidance on accounting for uncertainty in income taxes. Management evaluated the organization's tax positions and concluded that the organization had taken no uncertain tax positions that require adjustment to the combined financial statements to comply with the provisions of this guidance.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Present value change in beneficial interest in trusts -2,737,416. Transfer to affiliate -3,214,321.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

BENEVOLENT CARE 381,692.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

BENEVOLENT CARE 381,692.

Raw XML AppendixShowing 400 of 1,136 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/Desc0FOUNDED IN 1947, VIRGINIA UNITED METHODIST HOMES, INC. D/B/A PINNACLE LIVING PROVIDES HOUSING, HEALTH SERVICES AND FINANCIAL SECURITY TO ITS COMMUNITIES IN VIRGINIA. THE COMMUNITIES OF PINNACLE LIVING ARE HERMITAGE RICHMOND, HERMITAGE ROANOKE, CEDARFIELD, HERMITAGE DEEP RUN, AND HERMITAGE THREE CHOPT. PINNACLE LIVING IS THE SOLE MEMBER OF WINDSORMEADE WILLIAMSBURG AND PROVIDES CERTAIN ADMINISTRATIVE SERVICE TO WINDSORMEADE ON A CONTINUAL BASIS. PINNACLE LIVING ENRICHES LIFE JOURNEY FOR RESIDENTS LIVING IN INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT AND HEALTH CARE, AS WELL AS OLDER PERSONS IN THE BROADER COMMUNITY. PINNACLE LIVING SERVES A WIDE RANGE OF SOCIALLY AND ECONOMICALLY DIVERSE RESIDENTS THROUGH A PERSON-CENTERED FOCUS ON EACH INDIVIDUAL'S PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS. WITH A RICH LEGACY OF OVER SEVENTY-FIVE YEARS, PINNACLE LIVING HAS BUILT A LONGSTANDING REPUTATION OF PROVIDING EXCELLENT, COMPASSIONATE SUPPORT AND SERVICES IN A FAITH-BASED ENVIRONMENT. PINNACLE LIVING PROVIDES (DIRECTLY AND THROUGH THIRD PARTY ARRANGEMENTS) FOR THE HEALTH CARE OF RESIDENTS IN HOUSEHOLD AND NEIGHBORHOOD SETTINGS WITH NURSING SERVICES, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, MEMORY SUPPORT, PHYSICAL THERAPY AND RELATED HEALTH SERVICES. PINNACLE LIVING IS COMMITTED TO PROVIDING FOR THE FINANCIAL SECURITY OF ITS RESIDENTS IN COMPLIANCE WITH THE STANDARDS APPLICABLE TO A PUBLIC CHARITY. CONSISTENT WITH THIS COMMITMENT, PINNACLE LIVING ESTABLISHED ITS SAMARITAN PROGRAM FOR BENEVOLENT CARE. THROUGH THE SAMARITAN PROGRAM, FUNDS ARE SOLICITED BY VARIOUS MEANS, INCLUDING DIRECT SOLICITATION OF MEMBERS OF THE UNITED METHODIST CHURCH, ON BEHALF OF THE RESIDENTS OF PINNACLE LIVING AND WINDSORMEADE WILLIAMSBURG WHO MAY BECOME UNABLE TO PAY THE FULL COST OF THEIR EXPENSES. PINNACLE LIVING STRIVES TO ESTABLISH, FOSTER, AND LEVERAGE EXTERNAL RELATIONSHIPS THROUGH COOPERATION, COORDINATION, AND COLLABORATION THAT EXTEND THE ORGANIZATION'S MISSION INTO THE BROADER COMMUNITY. KEY PARTNERS IN COMMUNITY ENGAGEMENT AND SOCIAL ACCOUNTABILITY INITIATIVES INCLUDE PUBLIC AND PRIVATE EDUCATIONAL INSTITUTIONS, OTHER CHARITABLE ORGANIZATIONS, HOSPITALS, SOCIAL SERVICE AGENCIES, LOCAL GOVERNMENTS, AND FAITH-BASED COMMUNITIES.
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