CCRC INC: Form 990, tax year 2008
View the entire original 990 at ProPublica ↗
- Organization
- CCRC INC (EIN 54-1929580)
- Tax period
- 2008-01-01 to 2008-12-31
- Filed
- 2011-01-11
- IRS object ID
- 201140129349300894
- Schema version
- 2008v2.9
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-11T07:45:34-06:00 | Timestamp |
| Tax Period End Date | 2008-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1 |
| City | Asheville | City |
| State | NC | State |
| ZIP Code | 28806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2008-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541929580 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCRC INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CCRC | NameControl |
| Phone | 4342004708 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 ATHERHOLT ROAD | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEWIS C ADDISON | Name |
| Title | TREASURER | Title |
| Phone | 4342004708 | Phone |
| Date Signed | 2011-01-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Amy Bibby | Name |
| Phone | 8282542254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2008 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | LEWIS C ADDISON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 ATHERHOLT ROAD | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3528539 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.SUMMITLYNCHBURG.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | CONTINUING CARE RETIREMENT CENTER | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3514849 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3402887 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 574948 | InvestmentIncomePriorYear |
| Investment Income Current Year | -37232 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4089797 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3365655 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 547887 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 567239 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3226692 | OtherExpensePriorYear |
| Other Expenses Current Year | 3211597 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3774579 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3778836 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 315218 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -413181 | RevenuesLessExpensesCY |
| Total Assets BOY | 21960076 | TotalAssetsBOY |
| Total Assets EOY | 19928975 | TotalAssetsEOY |
| Total Liabilities BOY | 23092419 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22662316 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -1132343 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -2733341 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE SUMMIT IS A SENIOR LIVING COMMUNITY PROVIDING AN ENVIRONMENT FOR EACH RESIDENT TO BE ENGAGED IN LIFE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3390587 | Expense |
| Revenue | 3402886 | Revenue |
| Description | CCRC, INC. IS A CONTINUING CARE RETIREMENT COMMUNITY INCORPORATED ON DECEMBER 8, 1998 TO BUILD AND ESTABLISH A SENIOR LIVING COMMUNITY, THE SUMMIT, DEDICATED TO PROVIDING AN ENVIRONMENT FOR EACH RESIDENT TO BE ENGAGED IN LIFE.THE SUMMIT CONSISTS OF 85 INDEPENDENT LIVING APARTMENTS, 11 GARDEN HOMES AND A COMMUNITY CENTER ON A CAMPUS THAT INCLUDES AN 8.5 ACRE LAKE, WALKING TRAILS, AND OTHER LANDSCAPE FEATURES. AS SUCH, THE SUMMIT PROVIDES THE FACILITIES, SERVICES, AMENITIES, AND PROGRAMS TO SUPPORT AN ACTIVE LIFESTYLE FOR RESIDENTS.THE SUMMIT HOSTS SEVERAL SUPPORT GROUPS AND MEETINGS THAT BENEFIT BOTH RESIDENTS AND MEMBERS FROM THE LARGER COMMUNITY, INCLUDING THE CENTRAL VIRGINIA ALZHEIMER'S SUPPORT GROUP; THE CENTRAL VIRGINIA PARKINSON'S SUPPORT GROUP, AN ESSENTIAL TREMORS SUPPORT GROUP; THE VANHA BOARD OF DIRECTORS; AND THE AAHSA SENATE. THE SUMMIT HOSTS A QUARTERLY EVENT COORDINATED BY THE LYNCHBURG REGIONAL CHAMBER OF COMMERCE CALLED "BUSINESS AT BREAKFAST" THAT IS OPEN TO AREA BUSINESS PROFESSIONALS. STAFF PROVIDE VOLUNTEER SUPPORT FOR EACH OF THE ABOVE ORGANIZATIONS AND OTHERS INCLUDING THE WYNDHURST ASSOCIATION, PASTORAL COUNSELING SERVICES OF CENTRAL VIRGINIA, THE EXCHANGE CLUB, AND OTHERS. ADDITIONALLY, THE SUMMIT PROVIDES IN-KIND SERVICES TO EVENTS SPONSORED BY THE WYNDHURST ASSOCIATION AND OTHERS. | Description |
| Total Program Service Expense | 3390587 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Audited Financial Statements | 1 | AuditedFinancialStatements |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LEWIS C ADDISON | NamePerson |
| Telephone Number | 4342004708 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 ATHERHOLT ROAD | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| THOMAS C JIVIDEN | ||||||
| CHAIRMAN/PRESIDENT | 2.00 | X | X | 0 | 376601 | 148388 |
| MARILYN TAYLOR | ||||||
| BOARD MEMBER | 2.00 | X | X | 0 | 0 | 0 |
| DAVID D ADAMS | ||||||
| SECRETARY | 2.00 | X | X | 0 | 220822 | 49662 |
| LEWIS C ADDISON | ||||||
| TREASURER | 2.00 | X | 0 | 386573 | 152164 | |
| J ROBERT DAVENPORT | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| GEORGE W DAWSON | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 883153 | 154143 | |
| ROBERT MOOTY | ||||||
| VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | |
| LEE PARKER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DARRELL POWERS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 61327 | 0 | |
| KENNETH BURGER | ||||||
| EXECUTIVE DIRECTOR | 50.00 | X | 75772 | 0 | 20931 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 75772 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1928476 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 525288 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERIWETHER GODSEY INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4944 OLD BOONSBORO ROAD | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CATERING | DescriptionOfServices |
| Compensation | 492881 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET PATIENT SERVICE RE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 3402887 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3402887 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3402887 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49987 | TotalRevenueColumn |
| Exclusion | $49,987 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75665 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 162884 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -87219 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -87219 | TotalRevenueColumn |
| Related Or Exempt Function Income | -87219 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3365655 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3315668 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $49,987 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89909 | Total |
| Program Services | 62936 | ProgramServices |
| Management And General | 26973 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367325 | Total |
| Program Services | 254657 | ProgramServices |
| Management And General | 112668 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110005 | Total |
| Program Services | 77888 | ProgramServices |
| Management And General | 32117 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118 | Total |
| Management And General | 118 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128384 | Total |
| Management And General | 128384 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610490 | Total |
| Program Services | 610490 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37916 | Total |
| Program Services | 37916 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218028 | Total |
| Program Services | 211506 | ProgramServices |
| Management And General | 6522 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 945313 | Total |
| Program Services | 931228 | ProgramServices |
| Management And General | 14085 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2086 | Total |
| Program Services | 2086 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6222 | Total |
| Management And General | 6222 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1220059 | Total |
| Program Services | 1201880 | ProgramServices |
| Management And General | 18179 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42981 | Total |
| Management And General | 42981 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3778836 | Total |
| Program Services | 3390587 | ProgramServices |
| Management And General | 388249 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117151 | BOY |
| EOY | 461112 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79190 | BOY |
| EOY | 60043 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10958 | BOY |
| EOY | 7896 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20057898 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6369338 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14628826 | BOY |
| EOY | 13688560 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4818840 | BOY |
| EOY | 3555361 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2305111 | BOY |
| EOY | 2156003 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21960076 | BOY |
| EOY | 19928975 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 673733 | BOY |
| EOY | 525230 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11046856 | BOY |
| EOY | 10944735 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11100000 | BOY |
| EOY | 10935000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271830 | BOY |
| EOY | 257351 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23092419 | BOY |
| EOY | 22662316 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4400000 | BOY |
| EOY | 4400000 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -5532343 | BOY |
| EOY | -7133341 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1132343 | BOY |
| EOY | -2733341 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21960076 | BOY |
| EOY | 19928975 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRA HEALTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540715569 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $3,085,434 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 3085434 | SumOfAmounts |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 352816 | OtherCostOrOtherBasis |
| Book Value | 352816 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16073636 | OtherCostOrOtherBasis |
| Depreciation | 5177950 | Depreciation |
| Book Value | 10895686 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 590948 | OtherCostOrOtherBasis |
| Depreciation | 329295 | Depreciation |
| Book Value | 261653 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3040498 | OtherCostOrOtherBasis |
| Depreciation | 862093 | Depreciation |
| Book Value | 2178405 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13688560 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED MARKETING COSTS | 125078 |
| UNAMORTIZED BOND FINANCING COSTS | 546963 |
| BOND FUNDS LIMITED TO USE | 1329731 |
| LAKE MAINTENANCE FUND | 154231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2156003 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATE, CENTRA HEALTH, INC. | $103,120 |
| LAKE MAINTENANCE LIABILITY | $154,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 257351 | TotalOfAmounts |
| Total Revenue | 3365655 | TotalRevenue |
| Total Expenses | 3778836 | TotalExpenses |
| Excess Or Deficit For Year | -413181 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1187817 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1187817 | TotalAdjustments |
| Excess Or Deficit Per FS | -1600998 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2177838 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1187817 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1187817 | RevenueNotRptdF990 |
| Revenue Subtotal | 3365655 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3365655 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3778836 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3778836 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3778836 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|
| THOMAS C JIVIDEN | |||||
| 316567 | 55826 | 4208 | 127707 | 20681 | 524989 |
| DAVID D ADAMS | |||||
| 188546 | 31924 | 352 | 30142 | 19520 | 270484 |
| LEWIS C ADDISON | |||||
| 316259 | 67786 | 2528 | 132595 | 19569 | 538737 |
| GEORGE W DAWSON | |||||
| 540616 | 51458 | 291079 | 138571 | 15572 | 1037296 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | GEORGE DAWSON, ACCRUED $251,903 FOR 2008, INCLUDED IN TAXABLE WAGES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | BOARD MEMBERS DAVID ADAMS, LEWIS ADDISON, GEORGE DAWSON, AND TOM JIVIDEN ALL SERVE TOGETHER ON THE BOARD OF DIRECTORS FOR BEDFORD MEMORIAL HOSPITAL, A 50% JOINT VENTURE OF CENTRA HEALTH, INC. BOARD MEMBERS LEWIS ADDISON AND GEORGE DAWSON ARE BOTH OFFICERS OF PIEDMONT COMMUNITY HEALTH PLAN, A 50% JOINT VENTURE OF CENTRA HEALTH, INC. BOARD MEMBERS DAVID ADAMS AND GEORGE DAWSON ARE BOTH DIRECTORS OF HEALTHWORKS CLINIC, A 50% JOINT VENTURE OF CENTRA HEALTH, INC. |
| Form 990, Part VI, Section A, line 6 | THE ORGANIZATION IS A NOT-FOR-PROFIT, STOCK COMPANY. AS OF THE END OF 2008, THERE WERE 363 SHARES OF COMMON STOCK AND ZERO SHARES OF PREFERRED STOCK OUTSTANDING. CENTRA HEALTH, INC. OWNS 91% OF THE COMMON STOCK. THE REMAINDER IS OWNED BY THE RETIREMENT CENTER OF THE CHRISTIAN CHURCH IN VIRGINIA, INC. |
| Form 990, Part VI, Section A, line 7a | CENTRA HEALTH, INC., AS THE MAJORITY OWNER OF THE CCRC, INC. STOCK, HAS THE RIGHT TO APPOINT THE MAJORITY OF CCRC, INC BOARD. |
| Form 990, Part VI, Section A, line 7b | CENTRA HEALTH, INC., AS THE MAJORITY OWNER OF THE CCRC, INC. STOCK, HAS THE RIGHT TO REVIEW AND APPROVE DECISIONS MADE BY THE GOVERNING BODY OF CCRC, INC. |
| Form 990, Part VI, Section A, line 10 | THE MANAGEMENT OF CCRC WILL REVIEW THE FORM 990 WITH THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. AFTER THE FINANCE COMMITTEE HAS REVIEWED THE FORM 990, EACH VOTING BOARD MEMBER WILL RECEIVE A COPY FOR THEIR PERSONAL REVIEW PRIOR TO ITS FILING WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | CCRC, INC IS CURRENTLY GOVERNED BY THE CONFLICT OF INTEREST POLICY FOR CENTRA HEALTH, INC. THE ORGANIZATION IS IN THE PROCESS OF REVISING ITS POLICIES AND PROCEDURES TO ENSURE THAT THE POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED FOR ALL ORGANIZATIONS. |
| Form 990, Part VI, Section C, line 18 | PHOTOCOPIES OF THE ORGANIZATION'S FORM 1023 AND RECENT FILINGS OF THE FORM 990 AND 990-T ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINSTRATIVE OFFICE. THE MOST RECENT FILING OF THE FORM 990 CAN ALSO BE FOUND ONLINE AT WWW.GUIDESTAR.ORG. |
| Form 990, Part VI, Section C, line 19 | PHOTOCOPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. |
| FORM 990 AMENDED RETURN: | AMENDMENTS HAVE BEEN MADE TO SCHEDULE J PART II OF THE FORM 990. THE AMENDMENTS INCLUDE THE RECLASSIFICATION OF COMPENSATION FROM "BASE COMPENSATION" TO "OTHER COMPENSATION" AND VICE VERSA IN ORDER TO MORE PROPERLY ALIGN THE PRESENTATION OF COMPENSATION ON THE FORM 990 WITH THE GUIDANCE SET FORTH IN THE 2009 IRS FORM 990 INSTRUCTIONS. THE TOTAL COMPENSATION AMOUNTS REPORTED ON THE FORM 990 AND RELATED SCHEDULE J HAVE NOT CHANGED FROM THE PREVIOUSLY FILED VERSION. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| CENTRA HEALTH INC | ||||||||||
| 1920 ATHERHOLT ROAD | LYNCHBURG | VA | 24501 | 540715569 | HEALTHCARE | VA | 501(C)(3) | HOSPITAL | N/A | |
| CENTRA HEALTH FOUNDATION | ||||||||||
| 1920 ATHERHOLT ROAD | LYNCHBURG | VA | 24501 | 541604094 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 509(A)(3) | CENTRA HEALTH INC | |
| LYNCHBURG FAMILY PRACTICE RESIDENCY PROGRAM INC | ||||||||||
| 1920 ATHERHOLT ROAD | LYNCHBURG | VA | 24501 | 541457983 | HEALTHCARE | VA | 501(C)(3) | 509(A)(3) | CENTRA HEALTH INC | |
| SOUTHSIDE COMMUNITY HOSPITAL INC | ||||||||||
| 1920 ATHERHOLT ROAD | LYNCHBURG | VA | 24501 | 540555201 | HEALTHCARE | VA | 501(C)(3) | HOSPITAL | CENTRA HEALTH INC | |
| THE VIRGINIA BAPTIST HOSPITAL AUXILIARY INC | ||||||||||
| 1920 ATHERHOLT ROAD | LYNCHBURG | VA | 24501 | 546060503 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 509(A)(3) | CENTRA HEALTH INC | |
| AUXILIARY TO LYNCHBURG GENERAL HOSPITAL INC | ||||||||||
| 1920 ATHERHOLT ROAD | LYNCHBURG | VA | 24501 | 549047293 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | 509(A)(3) | CENTRA HEALTH INC | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VBH ASSOCIATES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 ATHERHOLT ROAD | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541292948 | EIN |
| Primary Activity | OPERATION OF MEDICAL BUILDING | PrimaryActivity |
| Legal Domicile State | VA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENERAL BUSINESS CONCERNS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 ATHERHOLT ROAD | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541299682 | EIN |
| Primary Activity | REAL ESTATE - PHYSICIANS OFFICES | PrimaryActivity |
| Legal Domicile State | VA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |