Civic Intelligence

Williamsburg Landing Continuing Care Trust

990 • Fiscal year 2011 • EIN 54-6433122

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

Organization ProfileWWW.WILLIAMSBURGLANDING.COM
5700 Williamsburg Landing Drive23185
Siviq Scores

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

Liabilities / Assets

92nd percentile

1.00x

Higher debt load relative to assets than 92% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$8,434,069

Down $182,068 (-2.1%) from 2010

Net Assets

Flat

$0

Flat from 2010

Liabilities

Down

$8,434,069

Down $182,068 (-2.1%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,144,064

Up $181,055 (+19%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$15M$10M$5.0M$0Assets 2010: $8,616,137Liabilities 2010: $8,616,137Net Assets 2010: $02010Assets 2011: $8,434,069Liabilities 2011: $8,434,069Net Assets 2011: $02011Assets 2012: $9,034,391Liabilities 2012: $9,034,391Net Assets 2012: $02012Assets 2013: $10,433,141Liabilities 2013: $0Net Assets 2013: $10,433,1412013Assets 2014: $10,121,128Liabilities 2014: $0Net Assets 2014: $10,121,1282014Assets 2015: $9,375,577Liabilities 2015: $0Net Assets 2015: $9,375,5772015Assets 2016: $9,337,307Liabilities 2016: $0Net Assets 2016: $9,337,3072016Assets 2017: $10,018,578Liabilities 2017: $0Net Assets 2017: $10,018,5782017Assets 2018: $8,867,915Liabilities 2018: $0Net Assets 2018: $8,867,9152018Assets 2019: $10,155,279Liabilities 2019: $0Net Assets 2019: $10,155,2792019Assets 2020: $11,389,581Liabilities 2020: $0Net Assets 2020: $11,389,5812020Assets 2021: $11,860,172Liabilities 2021: $0Net Assets 2021: $11,860,1722021Assets 2022: $8,291,103Liabilities 2022: $0Net Assets 2022: $8,291,1032022Assets 2023: $8,262,434Liabilities 2023: $0Net Assets 2023: $8,262,4342023Assets 2024: $8,506,606Liabilities 2024: $0Net Assets 2024: $8,506,6062024

Highlighted filing

2011

Assets$8,434,069
Liabilities$8,434,069
Net Assets$0
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $963,0092010Expenses 2011: $1,144,0642011Expenses 2012: $1,220,2272012Revenue 2013: $1,090,323Expenses 2013: $1,191,455Net Income 2013: -$101,1322013Revenue 2014: $1,265,100Expenses 2014: $1,588,030Net Income 2014: -$322,9302014Revenue 2015: $845,264Expenses 2015: $1,276,845Net Income 2015: -$431,5812015Revenue 2016: $773,905Expenses 2016: $1,200,131Net Income 2016: -$426,2262016Revenue 2017: $897,215Expenses 2017: $1,166,340Net Income 2017: -$269,1252017Revenue 2018: $683,862Expenses 2018: $894,374Net Income 2018: -$210,5122018Revenue 2019: $789,081Expenses 2019: $819,136Net Income 2019: -$30,0552019Revenue 2020: $667,828Expenses 2020: $891,126Net Income 2020: -$223,2982020Revenue 2021: $721,354Expenses 2021: $869,001Net Income 2021: -$147,6472021Revenue 2022: $821,234Expenses 2022: $1,403,126Net Income 2022: -$581,8922022Revenue 2023: $493,542Expenses 2023: $1,458,761Net Income 2023: -$965,2192023Revenue 2024: $1,166,734Expenses 2024: $712,156Net Income 2024: $454,5782024

Highlighted filing

2011

Revenue-
Expenses$1,144,064
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.2
Gross Receipts
$1,377,363
Mission and Program Overview

Mission

Williamsburg landing's continuing care program is funded by a continuing care trust intended to provide a secure predictable financial future for residents, regardless of future financial needs. (see schedule o)in exchange for a monthly fee, the program provides benefits for each level of care in woodhaven (our health care facility) to supplement the cost of higher levels of care.

Filing and Contact Details

Filer

EIN
54-6433122
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IRS990/Description0THE WILLIAMSBURG LANDING CONTINUING CARE TRUST (THE "TRUST") WAS ESTABLISHED IN MAY, 1997 BY WILLIAMSBURG LANDING, INC., A CONTINUING CARE RETIREMENT COMMUNITY RECOGNIZED AS EXEMPT UNDER 501(C)(3) OF THE CODE.WILLIAMSBURG LANDING, INC. WAS CONSTRUCTED SPECIFICALLY TO MEET THE SPECIAL NEEDS OF AGED PERSONS. IN ORDER TO MEET THESE NEEDS, IT HAS AN ESTABLISHED PRACTICE OF PROVIDING FOR THE FINANCIAL SECURITY OF ITS RESIDENTS, REGARDLESS OF FUTURE LONG TERM NEEDS, THROUGH THE FOLLOWING:-THE FACILITY WILL MAINTAIN A RESIDENT WHO BECOMES UNABLE TO PAY REGULAR CHARGES.-ENTRANCE AND MONTHLY RATES ARE SET AT A LEVEL SUCH THAT THE FACILITY OPERATES AT THE LOWEST FEASIBLE COST.-ENTRANCE AND MONTHLY RATES ARE SET AT A LEVEL WHICH IS WITHIN THE FINANCIAL REACH OF A SIGNIFICANT SEGMENT OF THE COMMUNITY.THE TRUST ALLOWS WILLIAMSBURG LANDING, INC. TO MEET THESE GOALS BY FUNDING A PROGRAM WHICH PROVIDES DISCOUNTED RATES FOR PERSONAL, NURSING AND HOME CARE. RESIDENTS WHOSE MEDICAL NEEDS CANNOT BE MET AT ANY LEVEL OF CARE AT WILLIAMSBURG LANDING, INC. WILL BE TRANSFERRED TO ANOTHER MEDICAL CENTER AND MAY ELECT TO CONTINUE TO RECEIVE THE ESTABLISHED DISCOUNTS FOR SKILLED NURSING CARE.THE TRUST ALLOWS WILLIAMSBURG LANDING, INC. TO ADHERE TO ITS POLICY AND REQUIREMENTS UNDER 501(C)(3) OF MAINTAINING RESIDENTS WHO ARE UNABLE TO PAY HEALTH CARE COSTS.DURING 2011, THE TRUST PAID $1,144,064 IN BENEFITS TO RESIDENTS.
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IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs115941
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0187290
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1127840
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs04221
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs17157
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0INCENTIVE COMPENSATION IS AWARED TO EXECUTIVES BASED ON ACHIEVING A CERTAIN NET OPERATING INCOME AMOUNT.
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 6
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0STEPHEN H MONTGOMERY
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1C BENJAMIN PUCKETT
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs010607
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs117078
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0248685
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1168016
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SubstantiationRequired01
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleJ/WrittenPolicyReTAndEExpenses01
IRS990ScheduleO/GeneralExplanation/Explanation0THE DRAFT 990 WAS REVIEWED BY OFFICERS BEFORE BEING FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1CONFLICT OF INTEREST FORMS ARE REQUIRED FOR ALL DIRECTORS, OFFICERS, KEY EMPLOYEES OF WILLIAMSBURG LANDING EACH YEAR. THE FORMS ARE REVIEWED BY THE PRESIDENT & CEO AND THE CHAIRMAN OF THE BOARD. ANY DIRECTORS WITH A CONFLICT ARE REQUIRED TO REFRAIN FROM VOTING ON THOSE ISSUES. KEY EMPLOYEES CANNOT BE INVOLVED IN BUSINESS DECISIONS IN WHICH THERE IS A CONFLICT.
IRS990ScheduleO/GeneralExplanation/Explanation2PRESIDENT/CEO, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER, SENIOR DIRECTORS OF MARKETING, HUMAN RESOURCES, DEVELOPMENT ACCOMPLISHED IN 2010.
IRS990ScheduleO/GeneralExplanation/Explanation3FINANCIAL STATEMENTS ARE DISTRIBUTED MONTHLY TO THE BOD AND RESIDENT FINANCE COMMITTEE. MONTHLY VERBAL REPORTS ARE MADE TO RESIDENTS AT A MONTHLY MEETING. BONDHOLDERS AND INTERESTED PARTIES CAN REQUEST AND RECEIVE QUARTERLY FINANCIALS BY EMAIL, QUARTERLY STATEMENTS ARE AVAILABLE THROUGH EMMA, AUDITED STATEMENTS ARE AVAILABLE TO RESIDENTS AND INTERESTED PARTIES. DISCLOSURE STATEMENT FILED WITH STATE AND AVAILABLE TO RESIDENTS AND GIVEN TO PROSPECTIVE RESIDENTS. THE CONTINUING CARE TRUST BALANCE IS REPORTED ON WL STATEMENTS. RESIDENTS RECEIVE A REPORT YEARLY ON THE TRUST.
IRS990ScheduleO/GeneralExplanation/Explanation4NET UNREALIZED GAINS ON INVESTMENTS: 306,930. OTHER -540,229. TOTAL TO FORM 990, PART XI, LINE 5: -233,299.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine105700 WILLIAMSBURG LANDING DRIVE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0WILLIAMSBURG
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0VA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode023185
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0521305909
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0VA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10WILLIAMSBURG LANDING INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0SENIOR LIVING HEALTH CARE FACILITY
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 9

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,434,069
Liabilities
$8,434,069
Net assets
$0
Revenue
-
Expenses
$1,144,064
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.51$0.00$8.51$1.17$0.71$0.45
2023Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.49$1.46$0.97
2022Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.82$1.40$0.58
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.72$0.87$0.15
2020Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.67$0.89$0.22
2019Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.79$0.82$0.03
2018Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.68$0.89$0.21
2017Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.90$1.17$0.27
2016Detailed filing. Detailed filing data is available for this year.$9.34$0.00$9.34$0.77$1.20$0.43
2015Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$0.85$1.28$0.43
2014Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.27$1.59$0.32
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$1.09$1.19$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.03$9.03$0.00$1.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$8.43$0.00$1.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.62$8.62$0.00$0.96