Form 990 for tax year 2023
Filed by ARLINGTON RETIREMENT HOUSING CORPORATION INC.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 14 February 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Those are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $443,495
- Total expenses
- $725,424
- Contributions and grants received
- $359,782
- Grants paid
- $150,000
- Program service revenue
- $0
- Investment income
- $83,713
- Other revenue
- $0
- Total assets, end of year
- $2,933,385
- Total liabilities, end of year
- $408,822
- Net assets or fund balances, end of year
- $2,524,563
- Program services expenses (Part IX)
- $386,076
- Management and general expenses
- $120,013
- Fundraising expenses
- $219,335
- Program service expenses (Part III)
- $386,076
Program services were 53.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$359,782
-
3 · Investment income
total $100,576 · excluded $100,576
-
7b · Less cost or other basis and sales expenses
securities $16,863
-
7c · Gain or loss
securities -$16,863
-
7d · Net gain or loss
total -$16,863 · excluded -$16,863
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $150,000 · program services $150,000
-
7 · Other salaries and wages
total $373,288 · program services $189,075 · fundraising $184,213
-
10 · Payroll taxes
total $47,001 · program services $47,001
-
11c · Fees: accounting
total $25,082 · management and general $25,082
-
11f · Fees: investment management
total $19,424 · management and general $19,424
-
12 · Advertising and promotion
total $50,681 · management and general $50,681
-
13 · Office expenses
total $18,503 · management and general $18,503
-
14 · Information technology
total $6,323 · management and general $6,323
-
24a · Other expenses: GENERAL DEVELOPMENT FUN
total $35,122 · fundraising $35,122
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $84,491 · end of year $35,875
-
10a · Land, buildings and equipment: cost or other basis
$5,896
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $5,896
-
12 · Investments: other securities
beginning of year $2,997,651 · end of year $2,891,614
-
17 · Accounts payable and accrued expenses
beginning of year $41,658 · end of year $28,898
-
23 · Secured mortgages and notes payable
beginning of year $379,924 · end of year $379,924
-
27 · Net assets without donor restrictions
beginning of year $2,653,656 · end of year $2,517,659
-
28 · Net assets with donor restrictions
beginning of year $6,904 · end of year $6,904
Mission and programs · 2023
Mission
TO PROVIDE HOUSING FACILITIES AND CARE SERVICES FOR ELDERLY PERSONS.
Activities or mission (Part I)
ARHC CURRENTLY SERVES AS SPONSOR FOR CULPEPPER GARDEN II, INC., WHICH IS A CONGREGATE RETIREMENT HOUSING FACILITY FOR LOW-INCOME ELDERLY PERSONS WHO ARE ABLE TO LIVE INDEPENDENTLY, AND CULPEPPER GARDEN III, INC., WHICH IS A RETIREMENT HOUSING FACILITY THAT PROVIDES SUPPORTIVE SERVICES FOR LOW-INCOME ELDERLY PERSONS. THE CULPEPPER GARDEN PROJECTS (THE PROJECTS) ARE REGULATED BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) AS TO RENT CHARGES AND OPERATING METHODS. THE PROJECTS ARE LOCATED IN ARLINGTON, VIRGINIA, AND CONSIST OF 63 AND 73 UNITS, RESPECTIVELY. ARHC DOES NOT DISCRIMINATE ON THE BASIS OF RACE, SEX, AGE, RELIGION, OR NATIONAL ORIGIN.
-
ARHC CURRENTLY SERVES AS SPONSOR FOR CULPEPPER GARDEN II, INC., WHICH IS A CONGREGATE RETIREMENT HOUSING FACILITY FOR LOW-INCOME ELDERLY PERSONS WHO ARE ABLE TO LIVE INDEPENDENTLY, AND CULPEPPER GARDEN III, INC., WHICH IS A RETIREMENT HOUSING FACILITY THAT PROVIDES SUPPORTIVE SERVICES FOR LOW-INCOME ELDERLY PERSONS. THE CULPEPPER GARDEN PROJECTS (THE PROJECTS) ARE REGULATED BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) AS TO RENT CHARGES AND OPERATING METHODS. THE PROJECTS ARE LOCATED IN ARLINGTON, VIRGINIA, AND CONSIST OF 63 AND 73 UNITS, RESPECTIVELY. ARHC DOES NOT DISCRIMINATE ON THE BASIS OF RACE, SEX, AGE, RELIGION, OR NATIONAL ORIGIN.
Expenses $386,076 · Grants $150,000
As filed on the 2023 return.
Listed in Part VII
-
Mary Susan PhilpMARY SUSAN PHILP
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Vinh NguyenVINH NGUYEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Brooke Hammond-PerezBROOKE HAMMOND-PEREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Ken AughenbaughKEN AUGHENBAUGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Micheline Castan-SmithMICHELINE CASTAN-SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Barbara FavolaBARBARA FAVOLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Andres TobarANDRES TOBAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Peter KantPETER KANT
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Charles MengCHARLES MENG
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Mesbah MotamedMESBAH MOTAMED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Chris SpahrCHRIS SPAHR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Hugh FranklinHUGH FRANKLIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Kathy CameronKATHY CAMERON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Sandy BushueSANDY BUSHUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Rafael E RomanRAFAEL E ROMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Adam KrischerADAM KRISCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Marta Hill GrayMARTA HILL GRAY
EXECUTIVE DIRECTOR
- Total calculated
- $168,520
- From this org
- $168,520
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $168,520
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $168,520
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$150,000
PROVIDE SUPPORT TO NONPROFIT ORGANIZATIONS ESTABLISHED FOR AIDING THE ELDERLY.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR ELDERLY TENANTS · VA
-
501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR ELDERLY TENANTS · VA
-
501(C)(3) · TO PROVIDE LOW INCOME HOUSING & CARE SERVICES FOR ELDERLY TENANTS · VA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ARHC CG MEMBER LLC
MEMBER OF JOINT VENTURE · VA
Directly controlled by ARLINGTON RETIREMENT HOUSING CORPORATION INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540419349301319
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