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← HUNTERS WOODS ELDERLY DEVELOPMENTS OF VIRGINIA INC

Form 990 for tax year 2022

Filed by HUNTERS WOODS ELDERLY DEVELOPMENTS OF VIRGINIA INC.

Totals

Total revenue
$4,403,804
Total expenses
$4,441,298
Contributions and grants received
$127,832
Grants paid
$0
Program service revenue
$4,231,944
Investment income
$8,720
Other revenue
$35,308
Total assets, end of year
$29,569,656
Total liabilities, end of year
$22,487,678
Net assets or fund balances, end of year
$7,081,978
Program services expenses (Part IX)
$4,117,238
Management and general expenses
$324,060
Fundraising expenses
$0
Program service expenses (Part III)
$4,117,238

Program services were 92.7% 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.

  • 1d · Related organizations

    $127,832

  • 1g · Noncash contributions included above

    $127,832

  • 2a · Program service revenue: TENANT RENTS

    total $4,231,944 · related or exempt $4,231,944

  • 3 · Investment income

    total $8,720 · excluded $8,720

  • 11a · Other revenue: CABLE INCOME

    total $27,063 · excluded $27,063

  • 11b · Other revenue: TENANT CHARGES

    total $3,680 · excluded $3,680

  • 11c · Other revenue: LAUNDRY AND VENDING

    total $2,114 · excluded $2,114

  • 11d · All other revenue

    total $2,451 · excluded $2,451

  • 11e · Other revenue, total

    $35,308

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $824,229 · program services $824,229

  • 8 · Pension plan contributions

    total $6,229 · program services $6,229

  • 9 · Other employee benefits

    total $61,853 · program services $61,853

  • 10 · Payroll taxes

    total $59,820 · program services $59,820

  • 11a · Fees: management

    total $170,908 · management and general $170,908

  • 11b · Fees: legal

    total $11,290 · management and general $11,290

  • 11c · Fees: accounting

    total $17,450 · management and general $17,450

  • 11g · Fees: other

    total $397,863 · program services $397,863

  • 12 · Advertising and promotion

    total $48 · program services $48

  • 13 · Office expenses

    total $226,691 · program services $112,046 · management and general $114,645

  • 16 · Occupancy

    total $1,562,329 · program services $1,562,329

  • 17 · Travel

    total $9,244 · program services $9,244

  • 22 · Depreciation, depletion and amortization

    total $1,022,694 · program services $1,022,694

  • 23 · Insurance

    total $58,594 · program services $58,594

  • 24a · Other expenses: LICENSE & FEES

    total $12,056 · program services $2,289 · management and general $9,767

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,981,404 · end of year $563,000

  • 4 · Accounts receivable

    beginning of year $5,867 · end of year $180

  • 10a · Land, buildings and equipment: cost or other basis

    $39,850,241

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,904,302

  • 10c · Land, buildings and equipment, net

    beginning of year $25,945,950 · end of year $27,945,939

  • 15 · Other assets

    beginning of year $1,731,225 · end of year $1,060,537

  • 17 · Accounts payable and accrued expenses

    beginning of year $557,045 · end of year $249,006

  • 21 · Escrow or custodial account liability

    beginning of year $51,060 · end of year $52,467

  • 23 · Secured mortgages and notes payable

    beginning of year $22,535,273 · end of year $22,175,260

  • 25 · Other liabilities

    beginning of year $54,668 · end of year $10,945

  • 27 · Net assets without donor restrictions

    beginning of year $7,466,400 · end of year $7,081,978

Mission and programs · 2022

Mission

THE ORGANIZATION PROVIDES AFFORDABLE HOUSING AND SERVICES TO OLDER ADULTS.

Activities or mission (Part I)

AFFORDABLE HOUSING AND SERVICES FOR LOW INCOME SENIORS AND THOSE WHO ARE PHYSICALLY DISABLED.

  • FELLOWSHIP SQUARE PROVIDES AFFORDABLE HOUSING AND SERVICES TO SENIORS, 62 AND OLDER, AT FOUR APARTMENT BUILDINGS WITHIN THE WASHINGTON DC REGION. IN 1979, FELLOWSHIP SQUARE OPENED HUNTERS WOODS FELLOWSHIP HOUSE (HWFH), AN INDEPENDENT LIVING COMMUNITY OF 224 APARTMENTS AND A VARIETY OF PROGRAMS AND SUPPORTIVE SERVICES. HWFH BOASTS A BEAUTIFULLY REDECORATED COMMON SPACE FOR ACTIVITIES, GAMES, EXERCISE, SOCIAL EVENTS, AND WELLNESS PROGRAMS. THE PROPERTY IS ADJACENT TO A LOCAL SHOPPING PLAZA WHICH MAKES DAILY ERRANDS EASY AND CONVENIENT FOR RESIDENTS. THE PROPERTY OPERATES A 14-SEAT PASSENGER VAN FOR WEEKLY SHOPPING AND ERRANDS AND SEASONAL FIELD TRIPS FOR RESIDENTS. THE ORGANIZATION RELIES ON A VARIETY OF PROGRAMS AND COMMUNITY PARTNERS, SUCH AS HEALTHCARE SPECIALISTS, LEGAL EXPERTISE AND OTHER PRO BONO SERVICES FOR RESIDENT EDUCATION AND WELLNESS. AN ONSITE SERVICE COORDINATOR WORKS WITH RESIDENTS TO NAVIGATE MEDICARE, MEDICAID, AND OTHER BENEFITS TO WHICH THEY ARE ENTITLED, AND SERVES AS A LINCHPIN TO CONNECT RESIDENTS WITH OTHER COMMUNITY RESOURCES. THE PROPERTY OPERATES UNDER SECTION 223 (F) OF THE NATIONAL HOUSING ACT AND PARTICIPATES IN THE SECTION 8 PROGRAM.

    Expenses $4,117,238 · Revenue $4,231,944

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Carl A Jenkins

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.75 + 0.75 related

  • Jorn Dalboe

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Tierra Faggins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.38

  • Mark Fleming

    TREASURER

    Total calculated
    $0
    Hours/week
    0.75 + 0.75 related

  • Bob Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.38 + 0.38 related

  • Parween Nooruddin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.38

  • Zhijun Cai

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Paula Mann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.38

  • Christina Zeitz

    CEO

    Total calculated
    $197,206
    From this org
    $0
    From related orgs
    $172,731
    Other
    $24,475
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,000 related
    Bonus
    $0 + $12,731 related
    Other
    $0
    Deferred
    $0 + $11,200 related
    Nontaxable benefits
    $0 + $13,275 related
    Filer's total
    $0 + $197,206 related

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

The filer's explanations (Part III)

PART I, LINE 3
THE CEO IS COMPENSATED BY A RELATED ORGANIZATION, FELLOWSHIP SQUARE FOUNDATION. WHEN EXAMINING COMPENSATION FOR A NEW CEO, THE BOARD REVIEWS COMPENSATION SURVEYS TO ENSURE OFFICER COMPENSATION IS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. THE BOARD ALSO USES THE SERVICES OF AN HUMAN RESOURCES CONSULTANT WHO PREPARES MARKET STUDIES AS AN ADDED TOOL IN THE DETERMINATION PROCESS. THEREAFTER, THE BOARD REVIEWS THE CEO'S PERFORMANCE AND DETERMINES HIS OR HER COMPENSATION ON AN ANNUAL BASIS.

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

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
26 April 2024
IRS schema version
2022v5.0
Source object
202401179349301820

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