WILLIAMSBURG LANDING INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMSBURG LANDING INC (EIN 52-1305909)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202543159349304759
- Schema version
- 2024v5.2
- 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 B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T14:03:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | MARTIN B KANE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7575656504 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRINE A WARLICK | PreparerPersonNm |
| PTIN | P02065266 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAN BIGELOW | 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 | $50,386,888 | 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 | TO OFFER A FULL SPECTRUM OF OPPORTUNITIES THAT FOSTER INDEPENDENCE, CONNECTION AND SECURITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 545 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,076,569 | PYContributionsGrantsAmt |
| CY Contributions Grants | $752,608 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $44,324,983 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,776,563 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,306,863 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,693,185 | CYInvestmentIncomeAmt |
| PY Other Revenue | $40,560 | PYOtherRevenueAmt |
| CY Other Revenue | $46,256 | CYOtherRevenueAmt |
| PY Total Revenue | $46,748,975 | PYTotalRevenueAmt |
| CY Total Revenue | $49,268,612 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $243,615 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $387,904 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,805,912 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,375,609 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $243,730 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,671,040 | PYOtherExpensesAmt |
| CY Other Expenses | $24,229,179 | CYOtherExpensesAmt |
| PY Total Expenses | $43,720,567 | PYTotalExpensesAmt |
| CY Total Expenses | $44,992,692 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,028,408 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,275,920 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $183,261,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $274,872,637 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $230,454,352 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $315,439,514 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$47,193,064 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$40,566,877 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS AN INNOVATIVE, NONPROFIT, LIFE PLAN COMMUNITY, WILLIAMSBURG LANDING OFFERS A FULL SPECTRUM OF OPPORTUNITIES TO FOSTER INDEPENDENCE, CONNECTION AND SECURITY AS AN INNOVATIVE, NONPROFIT LIFE PLAN COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $37,895,326 | ExpenseAmt |
| Grant | $387,904 | GrantAmt |
| Revenue | $46,776,563 | RevenueAmt |
| Desc | WILLIAMSBURG LANDING, INC. IS A CONTINUING CARE RETIREMENT COMMUNITY LOCATED IN JAMES CITY COUNTY, VIRGINIA THAT CONTAINS 317 RESIDENTIAL UNITS, 73 ASSISTED LIVING UNITS, 36 DEMENTIA UNITS, AND A 58-BED SKILLED NURSING CENTER THAT PROVIDES RESIDENTIAL AND MEDICAL SERVICES TO ITS RESIDENTS. WILLIAMSBURG LANDING OPERATES UNDER THE CONCEPT IN WHICH RESIDENTS ENTER INTO A CONTRACTUAL AGREEMENT THAT GENERALLY REQUIRES ONE-TIME ADVANCE FEE WITH MONTHLY SERVICE FEES. GENERALLY, THESE PAYMENTS ENTITLE RESIDENTS TO THE USE AND PRIVILEGES OF THE COMMUNITY FOR LIFE, INCLUDING THE RIGHT TO OCCUPY DESIGNATED RESIDENTIAL UNITS AND TO RECEIVE CERTAIN HEALTH CARE SERVICES. (CONTINUED ON SCHEDULE O)INDEPENDENT LIVING: FULL SERVICE ACCREDITED CONTINUING CARE COMMUNITY APPROPRIATE ACTIVITIES AND A HEALTHY LIFESTYLE PROGRAM PROVIDED IN THE 24,000 SQUARE FOOT 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 MEDICAL PROFESSIONALS. TRANSPORTATION AND OTHER SERVICES PROVIDED AS NEEDED.HEALTH AND REHABILITATION SERVICES AT WILLIAMSBURG LANDING ENCOMPASSES ALL HIGHER LEVELS OF CARE, INCLUDING SKILLED NURSING (MEDICARE), LONG TERM CARE, RESPITE CARE, ASSISTED LIVING AND CARE FOR THOSE WITH MEMORY LOSS. SERVICES ARE PROVIDED PRIMARILY FOR RESIDENTS. NON-RESIDENTS MAY BE ACCEPTED ON A SPACE AVAILABLE BASIS. SERVICES INCLUDE ACCESS TO MEDICAL PROFESSIONALS AND PHYSICAL REHAB, A DIETITIAN, ACTIVITIES AND OTHER SERVICES. A COMPREHENSIVE PROGRAM FOR RESIDENTS WITH MEMORY LOSS ARE ALSO PROVIDED BY THE STAFF OF COVE CREST.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 REVERSALS 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 APPROXIMATELY $300,000. | Desc |
| Total Program Service Expenses | $37,895,326 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 96 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 545 | 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN KANE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7575656000 | 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 (30 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JEANNE ZEIDLER | ||||||||
| CHAIR | 4.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAUL GERHARDT | ||||||||
| SECRETARY | 4.00 | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALEXANDER POWELL JR | ||||||||
| ASSISTANT SECRETARY | 4.00 | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR MATTHEW T LAMBERT | ||||||||
| TREASURER | 4.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERRY BANEZ | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON J BRODY | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| DONALD BUCKLESS | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| LOUISE CANFIELD | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH DAVIS | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| TERRY DRISCOLL | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL FOX | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| VERNON GEDDY III | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| CONNIE MATTHEWS HARSHAW | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| JUDY KNUDSON | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY MILLS | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| DR CARLENE PITTMAN | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| BRANDON RANDALL | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS SMITH | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT STABLER | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT UNDERWOOD | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| JOHN VANAKEN | ||||||||
| DIRECTOR | 3.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY STORER | ||||||||
| PRESIDENT & CEO | 55.00 | 1.00 | Yes (X) | $377,942 | $0 | $38,485 | ||
| JAMES MICHAEL WILLIAMS | ||||||||
| COO (THRU 06/24) | 60.00 | 1.00 | Yes (X) | $186,873 | $0 | $16,438 | ||
| JUANITA PARKS | ||||||||
| CFO (THRU 08/24) | 60.00 | 1.00 | Yes (X) | $207,799 | $0 | $10,316 | ||
| MARTIN KANE | ||||||||
| CFO (AS OF 10/24) | 60.00 | 1.00 | Yes (X) | $36,174 | $0 | $1,504 | ||
| SALLY WOLFE | ||||||||
| DIRECTOR OF DEVELOPMENT | 45.00 | 0.00 | $133,430 | $0 | $20,648 | Yes (X) | ||
| VONNIE ADAMS | ||||||||
| DIRECTOR OF ASST. LIVING | 45.00 | 0.00 | $168,818 | $0 | $17,713 | Yes (X) | ||
| LISA BATES | ||||||||
| CHIEF MARKETING OFFICER | 45.00 | 0.00 | $134,551 | $0 | $19,782 | Yes (X) | ||
| CHARLES KNIGHT | ||||||||
| DIRECTOR OF IT | 45.00 | 0.00 | $132,620 | $0 | $18,529 | Yes (X) | ||
| CARL STORY | ||||||||
| DIRECTOR FACILITIES MANAGEMENT | 45.00 | 0.00 | $128,262 | $0 | $26,045 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,506,469 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $169,460 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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 |
|---|---|---|---|---|---|
| WM JORDAN COMPANY INC | |||||
| 11010 JEFFERSON AVENUE | NEWPORT NEWS | VA | 23601 | CONSTRUCTION CONTRACTOR | $16,978,205 |
| SODEXO INC | |||||
| PO BOX 36 | PITTSBURGH | PA | 15251 | CULINARY SERVICES | $3,964,939 |
| FUNCTIONAL PATHWAYS | |||||
| 10133 SHERRILL BLVD | KNOXVILLE | TN | 37932 | THERAPY SERVICES | $791,421 |
| GUERNSEY TINGLE | |||||
| 4350 NEW TOWN AVE | WILLIAMSBURGH | VA | 23188 | ARCHITECHTURE SERVICES | $695,130 |
| DOMINION ENERGY | |||||
| PO BOX 26543 | RICHMOND | VA | 23290 | UTILITY SERVICES | $580,681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 79 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $752,608 | AllOtherContributionsAmt |
| Total Contributions | $752,608 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INDEPENDENT LIVING | 623000 | $29,828,164 | $29,828,164 |
| ASSISTED LIVING | 623000 | $9,056,947 | $9,056,947 |
| SKILLED NURSING | 623000 | $7,216,130 | $7,216,130 |
| ADULT DAY | 623000 | $675,322 | $675,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,776,563 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,732,913 | TotalRevenueColumnAmt |
| Exclusion | $1,732,913 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,256 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,256 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,256 | TotalRevenueColumnAmt |
| Exclusion | $46,256 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,078,548 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $901,066 | SecuritiesAmt |
| Other | $217,210 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $177,482 | SecuritiesAmt |
| Other | -$217,210 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,728 | TotalRevenueColumnAmt |
| Exclusion | -$39,728 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,268,612 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,776,563 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,739,441 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,904 | TotalAmt |
| Program Services | $387,904 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $875,531 | TotalAmt |
| Management And General | $875,531 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,751,930 | TotalAmt |
| Program Services | $14,998,165 | ProgramServicesAmt |
| Management And General | $1,638,155 | ManagementAndGeneralAmt |
| Fundraising | $115,610 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,284 | TotalAmt |
| Program Services | $259,765 | ProgramServicesAmt |
| Management And General | $9,519 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,027,063 | TotalAmt |
| Program Services | $904,416 | ProgramServicesAmt |
| Management And General | $116,431 | ManagementAndGeneralAmt |
| Fundraising | $6,216 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,451,801 | TotalAmt |
| Program Services | $1,239,947 | ProgramServicesAmt |
| Management And General | $201,991 | ManagementAndGeneralAmt |
| Fundraising | $9,863 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,345 | TotalAmt |
| Management And General | $2,345 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,765 | TotalAmt |
| Management And General | $261,765 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,212 | TotalAmt |
| Management And General | $103,212 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,362 | TotalAmt |
| Program Services | $6,176 | ProgramServicesAmt |
| Management And General | $2,186 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,653,132 | TotalAmt |
| Program Services | $2,698,034 | ProgramServicesAmt |
| Management And General | $947,996 | ManagementAndGeneralAmt |
| Fundraising | $7,102 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,151 | TotalAmt |
| Program Services | $192,474 | ProgramServicesAmt |
| Management And General | $14,857 | ManagementAndGeneralAmt |
| Fundraising | $15,820 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $979,964 | TotalAmt |
| Program Services | $845,247 | ProgramServicesAmt |
| Management And General | $132,869 | ManagementAndGeneralAmt |
| Fundraising | $1,848 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,095,729 | TotalAmt |
| Program Services | $1,807,627 | ProgramServicesAmt |
| Management And General | $288,102 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,381 | TotalAmt |
| Program Services | $104,695 | ProgramServicesAmt |
| Management And General | $16,641 | ManagementAndGeneralAmt |
| Fundraising | $45 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,854 | TotalAmt |
| Program Services | $14,537 | ProgramServicesAmt |
| Management And General | $2,317 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,391,057 | TotalAmt |
| Program Services | $2,882,398 | ProgramServicesAmt |
| Management And General | $508,659 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,919,407 | TotalAmt |
| Program Services | $6,731,496 | ProgramServicesAmt |
| Management And General | $1,187,911 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,733 | TotalAmt |
| Program Services | $548,873 | ProgramServicesAmt |
| Management And General | $96,860 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $1,271,898 | $1,032,754 | $239,144 | |
| DIETARY | $2,446,039 | $2,446,039 | ||
| REPAIRS | $551,128 | $475,364 | $75,764 | |
| MISCELLANEOUS | $382,383 | $295,157 | $87,226 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,639 | TotalAmt |
| Program Services | $24,258 | ProgramServicesAmt |
| Management And General | $131,381 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,992,692 | TotalAmt |
| Program Services | $37,895,326 | ProgramServicesAmt |
| Management And General | $6,853,636 | ManagementAndGeneralAmt |
| Fundraising | $243,730 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,292,365 | BOYAmt |
| EOY | $8,168,781 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $677,797 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,450 | BOYAmt |
| EOY | $365,450 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,545 | BOYAmt |
| EOY | $1,339,443 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,693 | BOYAmt |
| EOY | $23,902 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,081 | BOYAmt |
| EOY | $306,014 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,501 | BOYAmt |
| EOY | $1,197,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $251,834,248 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,501,855 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,556,605 | BOYAmt |
| EOY | $145,332,393 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,727,086 | BOYAmt |
| EOY | $78,589,457 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,381,060 | BOYAmt |
| EOY | $38,244,362 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,902 | BOYAmt |
| EOY | $627,249 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,261,288 | BOYAmt |
| EOY | $274,872,637 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,567,130 | BOYAmt |
| EOY | $11,359,013 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,289,990 | BOYAmt |
| EOY | $49,992,350 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,212,993 | BOYAmt |
| EOY | $175,286,574 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,384,239 | BOYAmt |
| EOY | $78,801,577 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,454,352 | BOYAmt |
| EOY | $315,439,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$49,298,425 | BOYAmt |
| EOY | -$42,526,975 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,105,361 | BOYAmt |
| EOY | $1,960,098 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$47,193,064 | BOYAmt |
| EOY | -$40,566,877 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,261,288 | BOYAmt |
| EOY | $274,872,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,275,920 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,862,001 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $8,362 | InvestmentExpenseAmt |
| Other Changes In Net Assets | -$520,096 | 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 | $1,936,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,817,931 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $172,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,076,569 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $752,608 | CurrentTaxYearAmt |
| Total | $8,756,873 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,239,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,189,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,900,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,324,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,776,563 | CurrentTaxYearAmt |
| Total | $213,431,476 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,176,612 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,007,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,073,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,401,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,529,171 | CurrentTaxYearAmt |
| Total | $222,188,349 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $14,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $53,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,275 | CurrentTaxYearAmt |
| Total | $83,428 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $14,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $53,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,275 | CurrentTaxYearAmt |
| Total | $83,428 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $222,104,921 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $532,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $678,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $763,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,331,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,779,169 | CurrentTaxYearAmt |
| Total | $5,085,390 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $532,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $678,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $763,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,331,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,779,169 | CurrentTaxYearAmt |
| Total | $5,085,390 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,709,351 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,685,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,836,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,733,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,308,340 | CurrentTaxYearAmt |
| Total | $227,273,739 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98270 | PublicSupportPY509Pct |
| Investment Income CY | 0.02240 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01700 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,493,423 | OtherCostOrOtherBasisAmt |
| Book Value | $20,493,423 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $168,281,465 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,453,159 | DepreciationAmt |
| Book Value | $92,828,306 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,768,794 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,000,944 | DepreciationAmt |
| Book Value | $11,767,850 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,290,566 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,047,752 | DepreciationAmt |
| Book Value | $20,242,814 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $145,332,393 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| RESTRICTED UNDER RESIDENCY AGREEMENTS | $5,036,246 | F |
| RESTRICTED BY DONORS | $660,018 | F |
| RESTRICTED UNDER CONTINUING CARE (MUTUAL FUNDS) | $8,506,606 | F |
| RESTRICTED UNDER BOND AGREEMENT | $59,623,500 | F |
| RESTRICTED FOR RESIDENT CARE | $4,605,581 | F |
| RESTRICTED UNDER CHARITABLE GIFT ANNUITIES (FIXED INCOME) | $157,506 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $78,589,457 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRESTRICTED INVESTMENTS | Desc |
| Book Value | $38,244,362 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $38,244,362 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $8,506,606 |
| CHARITABLE GIFT ANNUITIES | $82,414 |
| LEASE LIABILITY | $186,211 |
| REFUNDABLE ADVANCE FEES | $64,354,338 |
| ADVANCE FEE DEPOSITS | $4,985,008 |
| REFUNDABLE RESERVATION DEPOSITS | $687,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $78,801,577 | 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 NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). WILLIAMSBURG LANDING, BIRCHWOOD IS SINGLE-MEMBER LIMITED LIABILITY COMPANY SOLELY OWNED BY WILLIAMSBURG LANDING, INC. AND IS CONSIDERED A DISREGARDED ENTITY FOR TAX PURPOSES. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF ANY OF THE ENTITIES. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR WILLIAMSBURG LANDING, INC. WILLIAMSBURG LANDING, INC. FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE HAS HAD NO IMPACT ON THE COMMUNITY'S CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| BENEVOLENCE - RESIDENT FINANCIAL ASSISTANCE | 6 | $286,889 |
| EDUCATION FUND | 38 | $101,015 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES ASSISTANCE TO ITS RESIDENTS AND EMPLOYEES, AS NEEDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY STORER | ||||||||||||||
| PRESIDENT & CEO | $376,875 | $0 | $0 | $0 | $1,067 | $0 | $17,493 | $0 | $20,992 | $0 | $416,427 | $0 | $0 | $0 |
| JUANITA PARKS | ||||||||||||||
| CFO (THRU 08/24) | $207,799 | $0 | $0 | $0 | $0 | $0 | $9,634 | $0 | $682 | $0 | $218,115 | $0 | $0 | $0 |
| JAMES MICHAEL WILLIAMS | ||||||||||||||
| COO (THRU 06/24) | $186,755 | $0 | $0 | $0 | $118 | $0 | $6,233 | $0 | $10,205 | $0 | $203,311 | $0 | $0 | $0 |
| VONNIE ADAMS | ||||||||||||||
| DIRECTOR OF ASST. LIVING | $168,262 | $0 | $0 | $0 | $556 | $0 | $8,629 | $0 | $9,084 | $0 | $186,531 | $0 | $0 | $0 |
| LISA BATES | ||||||||||||||
| CHIEF MARKETING OFFICER | $134,090 | $0 | $0 | $0 | $461 | $0 | $10,315 | $0 | $9,467 | $0 | $154,333 | $0 | $0 | $0 |
| CARL STORY | ||||||||||||||
| DIRECTOR FACILITIES MANAGEMENT | $127,932 | $0 | $0 | $0 | $330 | $0 | $6,397 | $0 | $19,648 | $0 | $154,307 | $0 | $0 | $0 |
| SALLY WOLFE | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $132,977 | $0 | $0 | $0 | $453 | $0 | $10,180 | $0 | $10,468 | $0 | $154,078 | $0 | $0 | $0 |
| CHARLES KNIGHT | ||||||||||||||
| DIRECTOR OF IT | $132,263 | $0 | $0 | $0 | $357 | $0 | $2,815 | $0 | $15,714 | $0 | $151,149 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | WILLIAMSBURG LANDING USES AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, FORM 990 COMPARISONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINES 4A-B | JAMES MICHAEL WILLIAMS RECEIVED A SEVERANCE PAYMENT OF $64,605. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457 PLAN: GREGORY STORER $9,637 JAMES MICHAEL WILLIAMS $3,117 JUANITA PARKS $4,512 SALLY WOLFF $3,393.42 LISA BATES $3,438 VONNIE ADAMS $4,314 MARTIN KANE $733.55 |
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 |
|---|---|---|---|---|---|---|---|---|
| EECONOMIC DEVELOPMENT AUTHORITY OF WILLIAMSBURG VIRGINIA | ||||||||
| A | 541696911 | 000000000 | 2007-11-14 | $9,000,000 | REFUND OBLIGATION ISSUED 03/14/06 | 0 | 0 | 0 |
| INDUSTRIAL DEVELOPMENT AUTHORITY OF MATHEWS COUNTY VIRGINIA | ||||||||
| B | 546001417 | 000000000 | 2011-12-15 | $10,000,000 | REFINANCE RENOVATIONS TO SENIOR LIVING FACILITIES | 0 | 0 | 0 |
| INDUSTRIAL DEVELOPMENT AUTHORITY OF MATHEWS COUNTY VIRGINIA | ||||||||
| C | 546001417 | 000000000 | 2012-01-26 | $7,500,000 | REFINANCE RENOVATIONS TO SENIOR LIVING FACILITIES | 0 | 0 | 0 |
| ECONOMIC DEVELOPMENT AUTHORITY OF MATHEWS COUNTY VIRGINIA | ||||||||
| D | 546001417 | 000000000 | 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 | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,195,000 | $9,000,000 | $9,000,000 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| B | $2,550,000 | $10,000,000 | $9,899,989 | 0 | 0 | Yes (1) | Yes (1) | $100,011 | 2013 | ||
| C | $1,915,000 | $7,500,000 | $7,440,000 | 0 | 0 | Yes (1) | Yes (1) | $60,000 | 2013 | ||
| D | $1,245,005 | $10,000,000 | 0 | 0 | Yes (1) | Yes (1) | $193,564 | 2017 | $166,572 | $9,639,864 |
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 | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | 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 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 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 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, LINE 1 | FormAndLineReferenceDesc |
| Explanation | STATE LTHE AMOUNT OF BONDS RETIRED FOR BOND NUMBER 5, ISSUED BY THE ECONOMIC DEVELOPMENT AUTHORITY OF JAMES CITY COUNTY, VIRGINIA ON 10/13/2021 HAS BEEN CORRECTED. THE AMOUNT OF BONDS RETIRED WAS REPORTED ON THE 2023 FORM 990, SCHEDULE K WAS $8,545,815 AND WAS CALCULATED INCORRECTLY. THE CALCULATION HAS BEEN CORRECTED, AND THE AMOUNT OF BONDS RETIRED AT 12/31/2024 WAS $3,875,000. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ECONOMIC DEVELOPMENT AUTHORITY OF JAMES CITY COUNTY VIRGINIA | ||||||||
| A | 541139263 | 47029WED5 | 2021-10-13 | $77,240,815 | REFUND OBLIGATIONS ISSUED 12/12/07, 12/19/12, 1/10/13, ,6/4/15, AND 10/15/16 | 0 | 0 | 0 |
| EECONOMIC DEVELOPMENT AUTHORITY OF JAMES CITY COUNTY VIRGINIA | ||||||||
| B | 541139263 | 47029WEG8 | 2024-01-02 | $77,101,920 | CONSTURCTION AND EQUIPPING OF SENIOR LIVING FACILITY CAPITAL PROJECTS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,875,000 | $77,240,815 | $5,391,715 | $1,313,974 | $70,535,126 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $77,101,920 | $4,224,123 | $1,542,158 | 0 | 0 | 0 | Yes (1) | $6,257,903 | $29,556,765 | $35,520,971 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | 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 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT, RISK AND COMPLIANCE COMMITTEE REVIEWS AND APPROVES THE 990 PRIOR TO SUBMISSION. IMMEDIATELY AFTER APPROVAL BY THE AUDIT, RISK AND COMPLIANCE COMMITTEE, THE 990 IS SHARED WITH ALL MEMBERS OF THE BOARD. |
| 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO SET THE COMPENSATION FOR THE PRESIDENT/CEO AND OTHER KEY OFFICERS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE DISTRIBUTED QUARTERLY TO THE BOARD OF DIRECTORS, THE RESIDENTS' FINANCE COMMITTEE, AND SUMMARIES ARE SHARED AT RESIDENTS' ASSOCIATION MEETINGS. GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | GAIN ON INVESTMENT IN JOINT VENTURE 11,883. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -1,747. PAYMENTS ON CHARITABLE GIFT ANNUITIES 0. NET ASSETS RELASED FROM RESTRICTIONS FOR OPERATIONS -530,232. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRCHWOOD LAND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 WILLIAMSBURG LANDING DR | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521305909 | EIN |
| Primary Activities | RESIDENTIAL PROPERTY LEASING | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $46,256 | TotalIncomeAmt |
| End Of Year Assets | $947,614 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMSBURG LANDING INC | BusinessNameLine1Txt |
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 DR | 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 | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMSBURG LANDING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 |