WILLIAMSBURG LANDING INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMSBURG LANDING INC (EIN 52-1305909)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-20
- IRS object ID
- 201921409349300237
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-20T12:53:37-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521305909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMSBURG LANDING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7575656504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 WILLIAMSBURG LANDING DRIVE | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY T STORER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7575656504 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 11:54:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E91126D0FB3B5231D35CFCADBE487908A76FDB7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 710E608B753FF23705D991DE9B0A45A0C58E6BDA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGORY T STORER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 WILLIAMSBURG LANDING DRIVE | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,343,676 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILLIAMSBURGLANDING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | WILLIAMSBURG LANDING THE SENIOR COMMUNITY OF CHOICE: CELEBRATING EXCELLENCE, VALUING DIVERSITY, PURSUING INNOVATION, AND CARING FOR EACH OTHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 520 | TotalEmployeeCnt |
| Total Volunteers | 231 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $453,161 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,713,095 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,052,739 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,609,937 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,264,998 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,301,554 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $35,077,747 | PYTotalRevenueAmt |
| CY Total Revenue | $35,317,737 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $133,965 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $190,777 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,739,104 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,798,893 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $182,756 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,415,961 | PYOtherExpensesAmt |
| CY Other Expenses | $20,238,734 | CYOtherExpensesAmt |
| PY Total Expenses | $33,289,030 | PYTotalExpensesAmt |
| CY Total Expenses | $37,228,404 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,788,717 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,910,667 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $170,556,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $175,740,631 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $222,381,720 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,948,655 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$51,825,262 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$56,208,024 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AS AN INNOVATIVE, NONPROFIT, LIFE PLAN COMMUNITY, WILLIAMSBURG LANDING OFFERS A FULL SPECTRUM OF OPPORTUNITIES TO FOSTER INDEPENDENCE, CONNECTION AND SECURITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,493,491 | ExpenseAmt |
| Revenue | $21,057,996 | RevenueAmt |
| Desc | INDEPENDENT LIVING:FULL SERVICE ACCREDITED CONTINUING CARE COMMUNITY APPROPERIATE ACTIVITIES AND A HEALTHY LIFESTYLE PROGRAM PROVIDED IN THE 24,000 SQFT DOIG HEALTH CLUB AND ELSEWHERE ON CAMPUS. FINE DINING IS AVAILABLE IN THE MAIN DINING ROOM WITH INFORMAL DINING IN THE COVE CAFE. WILLIAMSBURG LANDING PROVIDES FOR ACCESS TO AN ONSITE CLINIC SERVED BY A DOCTOR AND NURSE PRACTITIONER. TRANSPORTATION AND OTHER SERVICES PROVIDED AS NEEDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,780,422 | ExpenseAmt |
| Revenue | $12,749,377 | RevenueAmt |
| Desc | WOODHAVEN AT WILLIAMSBURG LANDING ENCOMPASSES ALL HIGHER LEVEL OF CARE INCLUDING SKILLED NURSING (MEDICARE), LONG TERM CARE, RESPITE CARE, ASSISTED LIVING AND CARE FOR THOSE WITH MEMORY PROBLEMS. SERVICES ARE PROVIDED PRIMARILY FOR RESIDENTS, NON-RESIDENTS MAY BE ACCEPTED ON A SPACE AVAILABLE BASIS. SERVICES INCLUDE ACCESS TO A DOCTOR AND NURSE PRACTITIONER AND PHYSICAL REHAB, A DIETITION, ACTIVITIES AND OTHER SERVICES AND A COMPREHENSIVE PROGRAM FOR RESIDENTS WITH MEMORY ISSUES ARE ALSO PROVIDED BY THE STAFF OF WOODHAVEN. WOODHAVEN HOUSE IS FOR THOSE WITH MORE ADVANCED MEMORY ISSUES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $190,777 | ExpenseAmt |
| Grant | $190,777 | GrantAmt |
| Revenue | $245,366 | RevenueAmt |
| Desc | WILLIAMSBURG LANDING HAS A BENEVOLENCE PROGRAM TO PROVIDE FINANCIAL ASSISTANCE FOR THOSE RESIDENTS WHO OUTLIVE THEIR RESOURCES. THE RESIDENT MUST PROVIDE CONCLUSIVELY THAT THE INABILITY TO PAY IS DUE TO FINANCIAL REVERSES OVER WHICH THE RESIDENT HAS NO CONTROL OR IS DUE TO DEPLETION OF THE RESIDENT'S ASSETS IN A REASONABLE MANNER BY THE PASSAGE OF TIME. THE BENEVOLENCE FUND CURRENTLY HAS A BALANCE OF 3.04 MILLION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,464,690 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 119 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 520 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHESTER TELLIS CFO | PersonNm |
| Phone | 7575656511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 WILLIAMSBURG LANDING DRIVE | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| VIRGINIA MCLAUGHIN | |||||||
| CHAIR | 3.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT SINGLEY | |||||||
| VICE CHAIR | 3.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL GERHARDT | |||||||
| SECRETARY | 3.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALFRED WOODS | |||||||
| TREASURER AND CHAIR OF FINANCE | 3.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALLISON BRODY | |||||||
| CHAIR OF DEVELOPMENT | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TED JURASCHEK | |||||||
| CHAIR OF HEALTH AND WELLNESS | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TRACEY DOWLING | |||||||
| CHAIR OF AUDIT RISK AND COMP | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| RICHARD COSTELLO | |||||||
| CHAIR OF PLANT OPERATIONS | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JAMES EASTON | |||||||
| CHAIR OF MARKETING | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DR CARLANE PITTMAN | |||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DAVE MASTERSON | |||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| LOUISE CANFIELD | |||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ED SCHUMACHER | |||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| LARRY FOSTER | |||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| LINDA TAYLOR-STALLINGS | |||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL FOX | |||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM KAUFMANN | |||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| PRESSLY MCCANCE JR | |||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| VERNON BAKER | |||||||
| COO | 40.00 | 1.00 | Yes (X) | Yes (X) | $199,414 | $0 | $19,721 |
| CHESTER TELLIS | |||||||
| CFO | 40.00 | 1.00 | Yes (X) | Yes (X) | $155,021 | $0 | $19,922 |
| KAREN RIORDAN | |||||||
| CHAIR OF COMPENSATION (THROUGH 3/18) | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| GREGORY STORER | |||||||
| PRESIDENT AND CEO | 40.00 | 1.00 | Yes (X) | $296,872 | $0 | $24,096 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $651,307 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $63,739 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HENDERSON INC | |||||
| PO BOX BM | WILLIAMSBURG | VA | 23185 | CONSTRUCTION | $7,658,046 |
| MORRISON MANAGEMENT SPECIALIST | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | DINING SERVICES | $2,108,143 |
| HEALTH PRO HERITAGE LLC | |||||
| 536 OLD HOWELL RD | GREENVILLE | NC | 29615 | CONSULTING | $805,946 |
| CAUSEY CONTRACTING INC | |||||
| 207 CHALLENGER WAY | HAMPTON | VA | 23666 | CONSTRUCTION | $506,514 |
| KAUFMAN AND CANOLES | |||||
| 4801 COURTHOUSE STREET | WILLIAMSBURG | VA | 23188 | LEGAL SERVICES | $365,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 35 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL SERVICES | 623000 | $24,959,693 | $24,959,693 |
| HEALTH CARE SERVICES | 623000 | $7,820,402 | $7,820,402 |
| MEALS AND CATERING | 623000 | $197,325 | $197,325 |
| TELEPHONE AND CABLE SERVICES | 623000 | $182,943 | $182,943 |
| HEALTH CLUB/MASSAGE | 623000 | $131,809 | $131,809 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $760,567 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $760,567 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,052,739 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $461,436 | TotalRevenueColumnAmt |
| Exclusion | $461,436 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,824,379 | SecuritiesAmt |
| Other | $5,122 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,009,388 | SecuritiesAmt |
| Other | $16,551 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $814,991 | SecuritiesAmt |
| Other | -$11,429 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $803,562 | TotalRevenueColumnAmt |
| Exclusion | $803,562 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,317,737 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,052,739 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,264,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,777 | TotalAmt |
| Program Services | $190,777 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,307 | TotalAmt |
| Program Services | $162,827 | ProgramServicesAmt |
| Management And General | $488,480 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,750,575 | TotalAmt |
| Program Services | $9,497,967 | ProgramServicesAmt |
| Management And General | $3,165,989 | ManagementAndGeneralAmt |
| Fundraising | $86,619 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,474,109 | TotalAmt |
| Program Services | $1,847,052 | ProgramServicesAmt |
| Management And General | $615,687 | ManagementAndGeneralAmt |
| Fundraising | $11,370 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,902 | TotalAmt |
| Program Services | $687,394 | ProgramServicesAmt |
| Management And General | $229,131 | ManagementAndGeneralAmt |
| Fundraising | $6,377 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,814 | TotalAmt |
| Management And General | $350,814 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,955 | TotalAmt |
| Management And General | $59,955 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,930 | TotalAmt |
| Program Services | $282,930 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,708 | TotalAmt |
| Management And General | $686,708 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,728,482 | TotalAmt |
| Program Services | $1,296,362 | ProgramServicesAmt |
| Management And General | $432,120 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,971 | TotalAmt |
| Program Services | $29,492 | ProgramServicesAmt |
| Management And General | $88,479 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,948,958 | TotalAmt |
| Management And General | $2,948,958 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,166,717 | TotalAmt |
| Management And General | $7,166,717 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,920 | TotalAmt |
| Management And General | $347,920 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CONTRACT SERVICES | $1,996,745 | $1,996,745 |
| DIETARY COSTS | $1,450,450 | $1,450,450 |
| REPAIRS | $766,516 | $766,516 |
| SUPPLIES | $749,898 | $749,898 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,584,670 | TotalAmt |
| Program Services | $1,506,280 | ProgramServicesAmt |
| Fundraising | $78,390 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,228,404 | TotalAmt |
| Program Services | $20,464,690 | ProgramServicesAmt |
| Management And General | $16,580,958 | ManagementAndGeneralAmt |
| Fundraising | $182,756 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,273,480 | BOYAmt |
| EOY | $1,847,991 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597,841 | BOYAmt |
| EOY | $605,450 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,087 | BOYAmt |
| EOY | $712,621 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,995 | BOYAmt |
| EOY | $888,990 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,769 | BOYAmt |
| EOY | $225,188 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,928 | BOYAmt |
| EOY | $370,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $214,570,412 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,238,192 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,414,938 | BOYAmt |
| EOY | $139,332,220 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,198,394 | BOYAmt |
| EOY | $13,413,829 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,500,330 | BOYAmt |
| EOY | $18,184,291 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,696 | BOYAmt |
| EOY | $159,800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,556,458 | BOYAmt |
| EOY | $175,740,631 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,021,845 | BOYAmt |
| EOY | $5,677,395 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,189,781 | BOYAmt |
| EOY | $104,703,814 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,707,954 | BOYAmt |
| EOY | $106,568,804 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,462,140 | BOYAmt |
| EOY | $14,998,642 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,381,720 | BOYAmt |
| EOY | $231,948,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$53,505,097 | BOYAmt |
| EOY | -$57,887,859 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,648,195 | BOYAmt |
| EOY | $1,648,195 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,640 | BOYAmt |
| EOY | $31,640 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$51,825,262 | BOYAmt |
| EOY | -$56,208,024 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,556,458 | BOYAmt |
| EOY | $175,740,631 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,910,667 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,934,627 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$537,468 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $587,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $435,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $453,161 | CurrentTaxYearMinus1YearAmt |
| Total | $1,739,594 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,321,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,656,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,463,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,713,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,052,739 | CurrentTaxYearAmt |
| Total | $150,206,902 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,908,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,919,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,898,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,166,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,052,739 | CurrentTaxYearAmt |
| Total | $151,946,496 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,436,455 | CurrentTaxYearMinus4YearsAmt |
| Total | $4,436,455 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,436,455 | CurrentTaxYearMinus4YearsAmt |
| Total | $4,436,455 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $147,510,041 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $480,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $429,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $494,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,609,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $461,436 | CurrentTaxYearAmt |
| Total | $4,476,168 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $480,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $429,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $494,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,609,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $461,436 | CurrentTaxYearAmt |
| Total | $4,476,168 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,389,513 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,349,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,392,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,776,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,514,175 | CurrentTaxYearAmt |
| Total | $156,422,664 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90490 | PublicSupportPY509Pct |
| Investment Income CY | 0.02860 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03270 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,114,165 | OtherCostOrOtherBasisAmt |
| Book Value | $7,114,165 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $159,384,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,626,633 | DepreciationAmt |
| Book Value | $108,757,823 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,773,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,995,216 | DepreciationAmt |
| Book Value | $14,778,766 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,297,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,616,343 | DepreciationAmt |
| Book Value | $8,681,466 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $139,332,220 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS LIMITED AS TO USE | Desc |
| Book Value | $13,413,829 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,413,829 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT | Desc |
| Book Value | $18,184,291 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $18,184,291 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $8,867,915 |
| REFUNDABLE ADVANCE FEES | $6,000,000 |
| OTHER | $130,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,998,642 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WILLIAMSBURG LANDING, INC. IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ENTITY AND RECOGNIZE A TAX LIABILITY IF THE ENTITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ENTITY AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. BIRCHWOOD AND WILLIAMSBURG LANDING HOME HEALTH ARE SINGLE-MEMBER LIMITED LIABILITY COMPANIES SOLELY OWNED BY WILLIAMSBURG LANDING, INC. AS SUCH, THEY ARE CONSIDERED DISREGARDED ENTITIES FOR TAX PURPOSES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| BENEVOLENCE - PATIENT ASSISTANCE | 4 | $127,045 |
| EDUCATION FUND | 39 | $60,740 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS SUPPORT RESIDENTS OR EMPLOYEES THAT DEMONSTRATE NEED, AS WELL AS CERTAIN CHARITABLE ORGANIZATIONS IN THE LOCAL COMMUNITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VERNON BAKER | ||||||||||||||
| COO | $187,365 | $0 | $12,049 | $0 | $0 | $0 | $4,985 | $0 | $14,736 | $0 | $219,135 | $0 | $0 | $0 |
| CHESTER TELLIS | ||||||||||||||
| CFO | $134,237 | $0 | $20,784 | $0 | $0 | $0 | $3,875 | $0 | $16,047 | $0 | $174,943 | $0 | $0 | $0 |
| GREGORY STORER | ||||||||||||||
| PRESIDENT AND CEO | $233,689 | $0 | $63,183 | $0 | $0 | $0 | $7,421 | $0 | $16,675 | $0 | $320,968 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | VERNON BAKER, COO PROVIDED HOUSING ALLOWANCE/RESIDENCE OF $10,800. THIS IS TREATED AS NONTAXABLE. THE HOUSING IS ON THE BUSINESS PREMISES OF THE EMPLOYER, FURNISHED FOR THE CONVENIENCE OF THE EMPLOYER, AND A CONDITION OF EMPLOYMENT. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| EDA WILLIAMSBURG VA | ||||||||
| A | 541696911 | 999999999 | 2007-11-14 | $9,000,000 | PREPAY PRIOR OBLIGATION-EW, DOIG HC | 0 | 0 | 0 |
| IDA MATHEWS COUNTY VA | ||||||||
| B | 546001417 | 999999999 | 2007-12-12 | $5,515,000 | REFUND 2003 B BONDS | 0 | 0 | 0 |
| IDA MATHEWS COUNTY VA | ||||||||
| C | 546001417 | 999999999 | 2011-12-15 | $10,000,000 | REFINANCE RENOVATIONS TO FACILITIES | 0 | 0 | 0 |
| IDA OF ESSEX COUNTY (SERIES 2012B) | ||||||||
| D | 542033575 | 2012-12-19 | $3,300,000 | REFINANCE/REFUND 2003 BONDS | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $8,045,000 | $9,000,000 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $5,515,000 | $5,404,700 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) | $110,300 | $2,439 | |
| C | $9,300,000 | 2013 | 0 | 0 | Yes (1) | Yes (1) | $100,011 | $9,899,989 | ||
| D | $1,362,500 | $3,264,546 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | $35,453 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| EDA OF THE CITY OF WILLIAMSBURG VA (SERIES 2012C) | |||||||
| A | 541696911 | 2012-12-19 | $4,820,000 | REFINANCE/REFUND 2003 BONDS | 0 | 0 | 0 |
| EDA OF GLOUCESTER COUNTY VA (SERIES 2012D) | |||||||
| B | 541189758 | 2012-12-19 | $10,000,000 | REFINANCE/REFUND 2003 BONDS | 0 | 0 | 0 |
| IDA OF MATHEWS COUNTY VA (SERIES 2012) | |||||||
| C | 546001417 | 2012-01-26 | $7,500,000 | REFINANCE RENOVATIONS TO FACILITIES | 0 | 0 | 0 |
| IDA MATHEWS COUNTY VA | |||||||
| D | 546001417 | 2013-01-10 | $9,780,000 | REFINANCE/REFUND 2003 BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $4,820,000 | $75,883 | $4,744,117 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $7,668,011 | $153,225 | $9,846,775 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| C | $6,980,000 | $60,000 | 2013 | 0 | 0 | Yes (1) | Yes (1) | $7,440,000 | |
| D | $9,780,000 | $138,365 | $9,641,635 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| D | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| EDA JAMES CITY COUNTY | |||||||
| A | 541139263 | 2013-01-10 | $3,680,000 | REVENUE BOND | 0 | 0 | 0 |
| IDA MATHEWS COUNTY VA | |||||||
| B | 546001417 | 2015-06-04 | $10,000,000 | REVENUE AND REFUNDING BOND | 0 | 0 | 0 |
| IDA NORTHHAMPTON COUNTY | |||||||
| C | 521298458 | 2015-06-04 | $10,000,000 | REVENUE AND REFUNDING BOND | 0 | 0 | 0 |
| EDA OF MATHEWS COUNTY VA | |||||||
| D | 546001417 | 2016-10-18 | $10,000,000 | CONSTRUCTION OF MEMORY CARE, ASST. LIVING, AND REHAB UNITS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,680,000 | $64,965 | $3,615,035 | 2013 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $9,949,603 | $142,500 | $1,346,012 | Yes (1) | 0 | 0 | Yes (1) | $8,511,488 | ||
| C | $9,949,603 | $142,500 | 0 | 0 | 0 | Yes (1) | $8,511,488 | $1,346,012 | ||
| D | $10,000,000 | $193,564 | $9,806,436 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| C | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| EDA OF LANCASTER COUNTY VA | |||||||
| A | 800232104 | 2016-10-18 | $10,000,000 | CONSTRUCTION OF MEMORY CARE, ASST. LIVING, AND REHAB UNITS | 0 | 0 | 0 |
| EDA OF THE CITY OF WILLIAMSBURG VA | |||||||
| B | 541696911 | 2016-10-18 | $10,000,000 | CONSTRUCTION OF MEMORY CARE, ASST. LIVING, AND REHAB UNITS | 0 | 0 | 0 |
| EDA OF NORTHHAMPTON | |||||||
| C | 521298458 | 2016-10-18 | $10,000,000 | CONSTRUCTION OF MEMORY CARE, ASST. LIVING, AND REHAB UNITS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Bond DefeasedBondDefeasedAmt |
|---|---|---|---|---|---|---|---|---|
| A | $10,000,000 | $165,497 | $9,834,503 | 0 | 0 | 0 | Yes (1) | |
| B | $10,000,000 | $186,747 | $9,813,523 | 0 | 0 | 0 | Yes (1) | |
| C | $131,815 | $8,626,815 | 0 | 0 | 0 | Yes (1) | $8,758,630 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT, RISK, AND COMPLIANCE COMMITTEE COMPOSED OF BOARD MEMBERS WILL REVIEW THE 990 BEFORE IT IS FILED WITH THE IRS. THE COMMITTEE WILL REPORT THE RESULTS OF THE REVIEW TO THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS OF THE CORPORATION, SENIOR LEADERS AND DEPARTMENT LEADERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM. THE OFFICE OF THE CEO IS RESPONSIBLE FOR SENDING OUT THE FORM AND INSURING THAT A SIGNED FORM IS RECEIVED EACH YEAR. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTERESTS ONCE PERSONALLY IDENTIFIED. DURING EACH COMMITTEE MEETING, BOARD MEMBERS ARE DIRECTLY ASKED ABOUT ANY POTENTIAL CONFLICTS OF INTERESTS. IF CONFLICT OCCURS, IT MUST BE DISCLOSED AND THE INDIVIDUAL IS EXCUSED FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | A REVIEW WAS PERFORMED FOR THE CEO, COO, CFO, AND SENIOR DIRECTORS OF RESIDENT SERVICES, COMMUNITY SERVICES, DEVELOPMENT, AND MARKETING, HUMAN RESOURCES IN 2015 AND WILL BE COMPLETED IN 2019. THE REVIEW IS COMPLETED BY AN INDEPENDENT CONSULTANT AND INCLUDES USE OF A COMPENSATION SURVEY REVIEW AND COMPARABILITY DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE DISTRIBUTED MONTHLY TO THE BOD AND QUARTERLY TO THE RESIDENTS' FINANCE COMMITTEE AND QUARTERLY AT THE ENTIRE RESIDENT BODY AT RESIDENTS' ASSOCIATIONS MEETINGS. GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX (D) | FUNDRAISING EFFORTS ARE FOCUSED ON RESTRICTED CONTRIBUTIONS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR MARKET VALUE OF INTEREST RATE SWAP AGREEMENTS 210,205. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -20,021. WITHDRAW OF QUARTERLY PAYMENTS FOR CHARITABLE GIFT ANNUITIES -47,170. INTEREST INCOME 5,466. NET ASSETS RELEASED FROM RESTRICTIONS FOR OPERATING PURPOSES -343,498. RESTRICTED CASH 808,213. WILLIAMSBURG LANDING CONTINUING CARE TRUST ACTIVITY -1,150,663. |
| PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BIRCHWOOD LAND LLC | |||||||||
| 5700 WILLIAMSBURG LANDING DRIVE | WILLIAMSBURG | VA | 23185 | 521305909 | HOLD LAND AND BUILDINGS | VA | $12,753 | $670,738 | WILLIAMSBURG LANDING INC |
| WILLIAMSBURG LANDING LLC | |||||||||
| 5700 WILLIAMSBURG LANDING DRIVE | WILLIAMSBURG | VA | 23185 | 473819400 | HOME HEALTH CARE SERVICES | VA | -$166,603 | $753,545 | WILLIAMSBURG LANDING INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMSBURG LANDING CONTINUING CARE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 WILLIAMSBURG LANDING DRIVE | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546433122 | EIN |
| Primary Activities | TRUST FOR RESIDENT FINANCIAL SECURITY | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |