Civic Intelligence

St Mary'S Woods Inc

EIN 54-1409205 • 501(c)3 • Roanoke, VA

Profile

To provide assisted living facilities to help meet the physical, social and emotional needs of elderly persons.

3333 Peters Creek RdRoanoke, VA 24019

www.stmaryswoods.com

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.03x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

17th percentile

0.04x

Higher debt load relative to revenue than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

43rd percentile

3.2%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

7.6%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$11,835,181

Up $361,940 (+3.2%) from 2024

Liabilities

Down

$323,769

Down $92,073 (-22%) from 2024

Net Assets

Up

$11,511,412

Up $454,013 (+4.1%) from 2024

Operations
Liabilities / Revenue17th percentileNet Margin77th percentile

Revenue

Up

$8,525,453

Up $601,378 (+7.6%) from 2024

Expenses

Up

$6,524,470

Up $395,228 (+6.4%) from 2024

Net Income

Up

$2,000,983

Up $206,150 (+11%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$15M$10M$5.0M$0Assets 2012: $8,707,539Liabilities 2012: $5,155,191Net Assets 2012: $3,552,3482012Assets 2013: $10,395,413Liabilities 2013: $4,645,056Net Assets 2013: $5,750,3572013Assets 2014: $10,920,137Liabilities 2014: $3,994,206Net Assets 2014: $6,925,9312014Assets 2015: $9,556,825Liabilities 2015: $2,411,792Net Assets 2015: $7,145,0332015Assets 2016: $9,572,114Liabilities 2016: $2,005,962Net Assets 2016: $7,566,1522016Assets 2017: $9,876,305Liabilities 2017: $1,525,404Net Assets 2017: $8,350,9012017Assets 2018: $9,844,193Liabilities 2018: $965,899Net Assets 2018: $8,878,2942018Assets 2019: $9,885,142Liabilities 2019: $275,673Net Assets 2019: $9,609,4692019Assets 2020: $10,468,735Liabilities 2020: $471,671Net Assets 2020: $9,997,0642020Assets 2021: $11,306,539Liabilities 2021: $517,983Net Assets 2021: $10,788,5562021Assets 2022: $10,906,596Liabilities 2022: $367,916Net Assets 2022: $10,538,6802022Assets 2023: $10,814,743Liabilities 2023: $318,247Net Assets 2023: $10,496,4962023Assets 2024: $11,473,241Liabilities 2024: $415,842Net Assets 2024: $11,057,3992024Assets 2025: $11,835,181Liabilities 2025: $323,769Net Assets 2025: $11,511,4122025

Highlighted filing

2025

Assets$11,835,181
Liabilities$323,769
Net Assets$11,511,412
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

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

$10M$5.0M$0Revenue 2012: $5,279,627Expenses 2012: $3,833,731Net Income 2012: $1,445,8962012Revenue 2013: $6,790,343Expenses 2013: $3,834,894Net Income 2013: $2,955,4492013Revenue 2014: $6,129,305Expenses 2014: $4,083,886Net Income 2014: $2,045,4192014Revenue 2015: $5,778,792Expenses 2015: $4,138,114Net Income 2015: $1,640,6782015Revenue 2016: $5,848,762Expenses 2016: $4,078,646Net Income 2016: $1,770,1162016Revenue 2017: $6,046,423Expenses 2017: $4,211,562Net Income 2017: $1,834,8612017Revenue 2018: $6,122,761Expenses 2018: $4,363,647Net Income 2018: $1,759,1142018Revenue 2019: $6,509,824Expenses 2019: $4,510,430Net Income 2019: $1,999,3942019Revenue 2020: $6,607,186Expenses 2020: $4,763,746Net Income 2020: $1,843,4402020Revenue 2021: $6,633,565Expenses 2021: $4,838,319Net Income 2021: $1,795,2462021Revenue 2022: $7,407,513Expenses 2022: $5,137,854Net Income 2022: $2,269,6592022Revenue 2023: $7,557,309Expenses 2023: $5,787,020Net Income 2023: $1,770,2892023Revenue 2024: $7,924,075Expenses 2024: $6,129,242Net Income 2024: $1,794,8332024Revenue 2025: $8,525,453Expenses 2025: $6,524,470Net Income 2025: $2,000,9832025

Highlighted filing

2025

Revenue$8,525,453
Expenses$6,524,470
Net Income$2,000,983
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,835,181
Liabilities
$323,769
Net assets
$11,511,412
Revenue
$8,525,453
Expenses
$6,524,470
Net income
$2,000,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.32$11.5$8.53$6.52$2.00
2024Detailed filing. Detailed filing data is available for this year.$11.5$0.42$11.1$7.92$6.13$1.79
2023Detailed filing. Detailed filing data is available for this year.$10.8$0.32$10.5$7.56$5.79$1.77
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.37$10.5$7.41$5.14$2.27
2021Detailed filing. Detailed filing data is available for this year.$11.3$0.52$10.8$6.63$4.84$1.80
2020Detailed filing. Detailed filing data is available for this year.$10.5$0.47$10.00$6.61$4.76$1.84
2019Detailed filing. Detailed filing data is available for this year.$9.89$0.28$9.61$6.51$4.51$2.00
2018Detailed filing. Detailed filing data is available for this year.$9.84$0.97$8.88$6.12$4.36$1.76
2017Detailed filing. Detailed filing data is available for this year.$9.88$1.53$8.35$6.05$4.21$1.83
2016Detailed filing. Detailed filing data is available for this year.$9.57$2.01$7.57$5.85$4.08$1.77
2015Detailed filing. Detailed filing data is available for this year.$9.56$2.41$7.15$5.78$4.14$1.64
2014Detailed filing. Detailed filing data is available for this year.$10.9$3.99$6.93$6.13$4.08$2.05
2013Summary only. Only limited summary data is available for this year.$10.4$4.65$5.75$6.79$3.83$2.96
2012Summary only. Only limited summary data is available for this year.$8.71$5.16$3.55$5.28$3.83$1.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$8,528,572
Mission and Program Overview

Mission

To provide assisted living facilities to help meet the physical, social and emotional needs of elderly persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,438,020$4,182,834▼ $255,186
Investments Other Securities$1,549,062$1,563,348▲ $14,286
Savings and Temporary Cash Investments$650,955$656,032▲ $5,077
Inventories for Sale or Use$5,995$6,010▲ $15
Accounts Receivable$3,989$3,364▼ $625
Total Assets$11,473,241$11,835,181▲ $361,940
Other Assets Total$4,825,220$5,423,593▲ $598,373
Liabilities
Accounts Payable and Accrued Expenses$327,974$284,888▼ $43,086
Deferred Revenue$87,868$38,881▼ $48,987
Total Liabilities$415,842$323,769▼ $92,073
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,052,399$11,506,412▲ $454,013
Net Assets With Donor Restrictions$5,000$5,000→ $0
Total Net Assets Fund Balance$11,057,399$11,511,412▲ $454,013
Total Liabilities and Net Assets / Fund Balance$11,473,241$11,835,181▲ $361,940

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,515,899$7,143,389$9,659,288
Leasehold Improvements$1,059,586$1,061,647$2,121,233
Land$400,000-$400,000
Other Land Buildings$207,349$160,853$368,202
Other Assets Org$136,218--
Other Securities$1,563,348--
Compensation and Service Providers
Top Officer Pay26th percentile

Board Members and Trustees

NameTitle
Bishop Barry C KnestoutChairman
Louise HartzPresident
Regina Gina DavisVice President
Amanda B BuckleyDirector
Eric GregoryDirector
Katherine Kay WhiteDirector
Reverend Michael a RenningerDirector
Wayne T HalbleibDirector
Margaret M Peggy ParkerSecretary
Ellen M StoopsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Coordinated Services Management INCManagement Agent & Acct Fees3333 PETERS CREEK ROAD, Roanoke, VA 24019$510,171
Revenue and Support

Revenue Composition

Contributions and Grants
$464,230
Program Service Revenue
$7,955,000
Investment Income
$106,223
Other Revenue
$0
All Other Contributions
$184,230
Change in Net Assets
$2,000,983

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,525,453
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$401,110
Total Revenue per Audited Statements
$8,926,563
Total Revenue per Form 990
$8,525,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,699,530
Other Expenses$2,824,940
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,008,745--$3,008,745
Fees for Services Management-$510,171-$510,171
Depreciation Depletion$484,088--$484,088
Other Employee Benefits$454,042--$454,042
Office Expenses$272,023$73,179-$345,202
Payroll Taxes$236,743--$236,743
Advertising$208,100--$208,100
Occupancy$171,925--$171,925
Insurance$148,131--$148,131
All Other Expenses$55,241--$55,241
Other Expenses$43,450--$43,450
Fees for Services Accounting-$16,000-$16,000
Travel$9,193--$9,193
Fees for Services Legal-$1,583-$1,583
Total Functional Expenses$5,923,537$600,933$0$6,524,470

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,527,589
Expenses per Audited Statements$6,524,470
Total Expenses per Form 990$6,524,470
Expenses Not Reported on Form 990$3,119
Expenses Not Reported on Financial Statements$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
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 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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The corporation is managed by an independent management agent for six percent of monthly collections (excluding dividend or interest earned). In addition, the corporation pays the management agent a financial accounting fee equal to $7.50 per bed per month. The corporation's current management agreement expires on june 30, 2027.”

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

“It is the practice of the independent auditor to present the form 990 to the entire board of directors and to explain in detail each part of the form 990, prior to its filing. During this meeting, the board is given the opportunity to ask questions related to items presented on the form 990.”

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

“The conflict of interest policy is reviewed with the board at one of the board meetings held throughout the year. Any conflicts of interest are identified and required to be disclosed immediately.”

Form 990, Part VI, Section B, Line 15

“As part of the annual budgeting process, all salaries are reviewed for reasonableness and all changes are approved by the board.”

Form 990, Part VI, Section C, Line 19

“The organization makes their conflict of interest policy and financial statements available to the public upon request. The organization does not make public its governing documents.”

Filing and Contact Details

Filer

Filer Name
ST MARY'S WOODS INC
EIN
54-1409205
Phone
5405631058
Address
3333 PETERS CREEK RD, ROANOKE, VA 24019

Signing Officer

Name
Louise Hartz
Title
President
Phone
5405631058
Signed
2025-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louise Hartz
Formed
1986
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
9
Employees
144
Volunteers
37

Preparer

Firm
Brown Edwards & Company Llp
Address
3906 ELECTRIC ROAD, ROANOKE, VA 24018
Preparer
Evan Ross
Phone
5403450936
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Distribution to diocese of richmond housing corporation -1,458,721. Distribution to the bishop's foundation -486,240.”

.

“The process of reviewing the audited financial statements is unchanged from the prior year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“LOSS ON DISPOSALS”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“LOSS ON DISPOSALS”

Raw XML AppendixShowing 400 of 573 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/BOYAmt0327974
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0284888
IRS990/AccountsReceivableGrp/BOYAmt03989
IRS990/AccountsReceivableGrp/EOYAmt03364
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE ASSISTED LIVING FACILITIES TO HELP MEET THE PHYSICAL, SOCIAL AND EMOTIONAL NEEDS OF ELDERLY PERSONS.
IRS990/AdvertisingGrp/ProgramServicesAmt0208100
IRS990/AdvertisingGrp/TotalAmt0208100
IRS990/AllOtherContributionsAmt0184230
IRS990/AllOtherExpensesGrp/ProgramServicesAmt055241
IRS990/AllOtherExpensesGrp/TotalAmt055241
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COORDINATED SERVICES MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum05405631058
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03333 PETERS CREEK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROANOKE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024019
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0510171
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03333 PETERS CREEK ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ROANOKE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd024019
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0COORDINATED SERVICES MANAGEMENT INC
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT AGENT & ACCT FEES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0464230
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0106223
IRS990/CYOtherExpensesAmt02824940
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt07955000
IRS990/CYRevenuesLessExpensesAmt02000983
IRS990/CYSalariesCompEmpBnftPaidAmt03699530
IRS990/CYTotalExpensesAmt06524470
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08525453
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt087868
IRS990/DeferredRevenueGrp/EOYAmt038881
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0484088
IRS990/DepreciationDepletionGrp/TotalAmt0484088
IRS990/Desc0PROVIDE HOUSING AND SERVICES FOR THE ELDERLY AND THE HANDICAPPED SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIFE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt05000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05000
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0144
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05923537
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016000
IRS990/FeesForServicesAccountingGrp/TotalAmt016000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01583
IRS990/FeesForServicesLegalGrp/TotalAmt01583
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0510171
IRS990/FeesForServicesManagementGrp/TotalAmt0510171
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt315.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt415.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt515.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt615.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt715.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt815.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt915.60
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0LOUISE HARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm1MARGARET M PEGGY PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm2REGINA GINA DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm3REVEREND MICHAEL A RENNINGER
IRS990/Form990PartVIISectionAGrp/PersonNm4AMANDA B BUCKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHERINE KAY WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm6ERIC GREGORY
IRS990/Form990PartVIISectionAGrp/PersonNm7WAYNE T HALBLEIB
IRS990/Form990PartVIISectionAGrp/PersonNm8ELLEN M STOOPS
IRS990/Form990PartVIISectionAGrp/PersonNm9BISHOP BARRY C KNESTOUT
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-3119
IRS990/GainOrLossGrp/SecuritiesAmt02969
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02969
IRS990/GrossReceiptsAmt08528572
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0148131
IRS990/InsuranceGrp/TotalAmt0148131
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05995
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06010
IRS990/InvestmentIncomeGrp/ExclusionAmt0106373
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0106373
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01549062
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01563348
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08365889
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04438020
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04182834
IRS990/LandBldgEquipCostOrOtherBssAmt012548723
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt03119
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE ASSISTED LIVING FACILITIES TO HELP MEET THE PHYSICAL, SOCIAL AND EMOTIONAL NEEDS OF ELDERLY PERSONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011057399
IRS990/NetAssetsOrFundBalancesEOYAmt011511412
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02969
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-3119
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-150
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0397991
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011052399
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011506412
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0171925
IRS990/OccupancyGrp/TotalAmt0171925
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt073179
IRS990/OfficeExpensesGrp/ProgramServicesAmt0272023
IRS990/OfficeExpensesGrp/TotalAmt0345202
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04825220
IRS990/OtherAssetsTotalGrp/EOYAmt05423593
IRS990/OtherChangesInNetAssetsAmt0-1944961
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0454042
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0454042
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1REPAIRS
IRS990/OtherExpensesGrp/Desc2DECORATING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt0472126
IRS990/OtherExpensesGrp/ProgramServicesAmt1225334
IRS990/OtherExpensesGrp/ProgramServicesAmt2134396
IRS990/OtherExpensesGrp/ProgramServicesAmt343450
IRS990/OtherExpensesGrp/TotalAmt0472126
IRS990/OtherExpensesGrp/TotalAmt1225334
IRS990/OtherExpensesGrp/TotalAmt2134396
IRS990/OtherExpensesGrp/TotalAmt343450
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03008745
IRS990/OtherSalariesAndWagesGrp/TotalAmt03008745
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0236743
IRS990/PayrollTaxesGrp/TotalAmt0236743
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LOUISE HARTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0TENANT RENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1RESIDENT ADM. FEES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER RENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc3OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07854849
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt179183
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212120
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38848
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07854849
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt179183
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212120
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38848
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0258050
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0124169
IRS990/PYOtherExpensesAmt02712694
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07541856
IRS990/PYRevenuesLessExpensesAmt01794833
IRS990/PYSalariesCompEmpBnftPaidAmt03416548
IRS990/PYTotalExpensesAmt06129242
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07924075
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02000983
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0280000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07951881
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0650955
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0656032
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0464230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0258050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0251250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0256850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0122561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01352941
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0106373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0132854
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt092427
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt063846
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt052932
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0448432
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07875817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07541856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07213461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06918228
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06404966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt035954328
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0106373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0132854
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt092427
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt063846
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt052932
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0448432
IRS990ScheduleA/InvestmentIncomeCYPct00.01180
IRS990ScheduleA/InvestmentIncomePYPct00.01150
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt077272
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0174901
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0252173
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98160
IRS990ScheduleA/PublicSupportPY509Pct00.98150
IRS990ScheduleA/PublicSupportTotal509Amt037307269
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08340047
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07799906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07464711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07175078
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06527527
IRS990ScheduleA/Total509Grp/TotalAmt037307269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08446420
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07932760
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07557138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07316196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06755360
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt038007874
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02515899
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07143389
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09659288
IRS990ScheduleD/ExpensesNotReportedAmt03119
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06524470
IRS990ScheduleD/LandGrp/BookValueAmt0400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0400000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01059586
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01061647
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02121233
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0397991
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01311059
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13976316
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2136218
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CAPITAL REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1FUNDED DEPRECIATION RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESIDENT ADMINISTRATIVE SERVICE FEE- CASH
IRS990ScheduleD/OtherExpensesIncludedAmt03119
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0207349
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0160853
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0368202
IRS990ScheduleD/OtherRevenueAmt03119
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01563348
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OPERATING INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0401110
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08525453
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LOSS ON DISPOSALS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON DISPOSALS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04182834
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05423593
IRS990ScheduleD/TotalBookValueSecuritiesAmt01563348
IRS990ScheduleD/TotalExpensesPerForm990Amt06524470
IRS990ScheduleD/TotalRevenuePerForm990Amt08525453

Document Assets

No mirrored PDF or thumbnail assets are attached yet.