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Nonprofiteer
← VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC

Form 990 for tax year 2022

Filed by VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC.

Totals

Total revenue
$22,070,539
Total expenses
$23,870,494
Contributions and grants received
$48,051
Grants paid
$0
Program service revenue
$21,568,402
Investment income
$454,086
Other revenue
$0
Total assets, end of year
$113,797,402
Total liabilities, end of year
$141,094,809
Net assets or fund balances, end of year
-$27,297,407
Program services expenses (Part IX)
$20,864,552
Management and general expenses
$3,005,942
Fundraising expenses
$0
Program service expenses (Part III)
$20,864,552

Program services were 87.4% 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

    $48,051

  • 2a · Program service revenue: FEES FROM RESIDENTS

    total $20,420,612 · related or exempt $20,420,612

  • 2b · Program service revenue: OTHER OPERATING REVENUE

    total $716,745 · related or exempt $716,745

  • 2c · Program service revenue: ANCILLARY SERVICE REVENUE

    total $431,045 · related or exempt $431,045

  • 3 · Investment income

    total $454,086 · excluded $454,086

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $253,608 · management and general $253,608

  • 7 · Other salaries and wages

    total $7,413,419 · program services $7,056,097 · management and general $357,322

  • 8 · Pension plan contributions

    total $318,791 · program services $315,813 · management and general $2,978

  • 9 · Other employee benefits

    total $648,298 · program services $607,580 · management and general $40,718

  • 10 · Payroll taxes

    total $545,060 · program services $507,262 · management and general $37,798

  • 11b · Fees: legal

    total $28,668 · management and general $28,668

  • 11g · Fees: other

    total $3,647,110 · program services $1,592,200 · management and general $2,054,910

  • 12 · Advertising and promotion

    total $183,300 · program services $183,300

  • 13 · Office expenses

    total $245,711 · program services $179,456 · management and general $66,255

  • 14 · Information technology

    total $361,056 · program services $355,091 · management and general $5,965

  • 16 · Occupancy

    total $946,972 · program services $946,972

  • 17 · Travel

    total $10,052 · program services $6,441 · management and general $3,611

  • 19 · Conferences, conventions and meetings

    total $83,965 · program services $20,146 · management and general $63,819

  • 20 · Interest

    total $1,958,014 · program services $1,958,014

  • 22 · Depreciation, depletion and amortization

    total $3,975,448 · program services $3,975,448

  • 23 · Insurance

    total $348,342 · program services $348,342

  • 24a · Other expenses: DIETARY COSTS

    total $1,213,206 · program services $1,186,521 · management and general $26,685

  • 24b · Other expenses: LICENSES & TAXES

    total $685,054 · program services $680,279 · management and general $4,775

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $603,311 · program services $595,106 · management and general $8,205

  • 24d · Other expenses: RECRUITMENT & RETENTION

    total $165,845 · program services $126,013 · management and general $39,832

  • 24e · All other expenses

    total $235,264 · program services $224,471 · management and general $10,793

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,000 · end of year $1,000

  • 2 · Savings and temporary cash investments

    beginning of year $16,431,221 · end of year $3,089,965

  • 4 · Accounts receivable

    beginning of year $1,072,658 · end of year $2,506,068

  • 9 · Prepaid expenses and deferred charges

    beginning of year $50,112 · end of year $89,821

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

    $138,456,332

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

    $50,962,172

  • 10c · Land, buildings and equipment, net

    beginning of year $88,202,877 · end of year $87,494,160

  • 11 · Investments: publicly traded securities

    beginning of year $6,164,995 · end of year $17,384,179

  • 15 · Other assets

    beginning of year $1,998,515 · end of year $3,232,209

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,363,328 · end of year $2,306,013

  • 19 · Deferred revenue

    beginning of year $73,215,503 · end of year $79,975,698

  • 21 · Escrow or custodial account liability

    beginning of year $242,637 · end of year $685,220

  • 23 · Secured mortgages and notes payable

    beginning of year $58,547,561 · end of year $56,711,237

  • 25 · Other liabilities

    beginning of year $793,592 · end of year $1,416,641

  • 27 · Net assets without donor restrictions

    beginning of year -$26,410,534 · end of year -$27,507,022

  • 28 · Net assets with donor restrictions

    beginning of year $169,291 · end of year $209,615

Mission and programs · 2022

Mission

ENRICHING LIFE'S JOURNEY BY PROVIDING HOUSING, HEALTH CARE AND RELATED SERVICES FOR SENIORS.

Activities or mission (Part I)

ENRICHING LIFE'S JOURNEY

  • WINDSORMEADE WILLIAMSBURG HAS BEEN PROVIDING HOUSING, HEALTH SERVICES AND FINANCIAL SECURITY TO RESIDENTS AT ITS LIFE PLAN COMMUNITY IN WILLIAMSBURG, VA SINCE 2007. WINDSORMEADE WILLIAMSBURG WAS ESTABLISHED AS A COOPERATIVE EFFORT WITH VIRGINIA UNITED METHODIST HOMES, INC., DOING BUSINESS AS PINNACLE LIVING, A RELATED TAX-EXEMPT ORGANIZATION WHICH WAS FOUNDED IN 1947. PINNACLE LIVING OWNS AND OPERATES FOUR LIFE PLAN COMMUNITIES IN VIRGINIA. IN ADDITION TO WINDSORMEADE WILLIAMSBURG, THE COMMUNITIES OF PINNACLE LIVING ARE HERMITAGE RICHMOND, HERMITAGE ROANOKE, AND CEDARFIELD. TOGETHER WITH ITS RELATED ORGANIZATION, PINNACLE LIVING, WINDSORMEADE WILLIAMSBURG SERVES A WIDE RANGE OF SOCIALLY AND ECONOMICALLY DIVERSE RESIDENTS THROUGH A PERSON-CENTERED FOCUS ON EACH INDIVIDUAL'S PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS. WITH A RICH LEGACY OF OVER SEVENTY-FIVE YEARS, PINNACLE LIVING AND WINDSORMEADE WILLIAMSBURG HAVE BUILT A LONGSTANDING REPUTATION OF PROVIDING EXCELLENT, COMPASSIONATE SUPPORT AND SERVICES IN A FAITH-BASED ENVIRONMENT. WINDSORMEADE WILLIAMSBURG PROVIDES (DIRECTLY AND THROUGH THIRD PARTY ARRANGEMENTS) FOR THE HEALTH CARE OF RESIDENTS, IN HOUSEHOLD AND NEIGHBORHOOD SETTINGS WITH NURSING SERVICES, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, MEMORY SUPPORT, PHYSICAL THERAPY AND RELATED HEALTH SERVICES. WINDSORMEADE WILLIAMSBURG IS COMMITTED TO PROVIDING FOR THE FINANCIAL SECURITY OF ITS RESIDENTS IN COMPLIANCE WITH THE STANDARDS APPLICABLE TO A PUBLIC CHARITY. CONSISTENT WITH THIS COMMITMENT, WINDSORMEADE WILLIAMSBURG PARTICIPATES IN THE SAMARITAN PROGRAM FOR BENEVOLENT CARE ESTABLISHED BY PINNACLE LIVING. THROUGH THE SAMARITAN PROGRAM, FUNDS ARE SOLICITED BY VARIOUS MEANS, INCLUDING DIRECT SOLICITATION OF MEMBERS OF THE UNITED METHODIST CHURCH, ON BEHALF OF THE RESIDENTS OF PINNACLE LIVING AND WINDSORMEADE WILLIAMSBURG WHO MAY BECOME UNABLE TO PAY THE FULL COST OF THEIR EXPENSES. WINDSORMEADE WILLIAMSBURG STRIVES TO ESTABLISH, FOSTER, AND LEVERAGE EXTERNAL RELATIONSHIPS THROUGH COOPERATION, COORDINATION, AND COLLABORATION THAT EXTEND THE ORGANIZATION'S MISSION INTO THE BROADER COMMUNITY. KEY PARTNERS IN COMMUNITY ENGAGEMENT AND SOCIAL ACCOUNTABILITY INITIATIVES INCLUDE PUBLIC AND PRIVATE EDUCATIONAL INSTITUTIONS, OTHER CHARITABLE ORGANIZATIONS, HOSPITALS, SOCIAL SERVICE AGENCIES, LOCAL GOVERNMENTS, AND FAITH-BASED COMMUNITIES.

    Expenses $20,864,552 · Revenue $21,568,402

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

Listed in Part VII

  • Elizabeth P McCormick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Harvey L Bryant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Philip Alsup

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christopher P Henderson

    PRESIDENT

    Total calculated
    $735,921
    From this org
    $0
    From related orgs
    $685,515
    Other
    $50,406
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $497,931 related
    Bonus
    $0 + $183,277 related
    Other
    $0 + $4,307 related
    Deferred
    $0 + $22,220 related
    Nontaxable benefits
    $0 + $28,186 related
    Filer's total
    $0 + $735,921 related

  • Andrea M Staskiel

    EXECUTIVE DIRECTOR

    Total calculated
    $278,646
    From this org
    $260,107
    From related orgs
    $0
    Other
    $18,539
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,576
    Bonus
    $45,531
    Other
    $0
    Deferred
    $15,038
    Nontaxable benefits
    $3,501
    Filer's total
    $278,646

  • Lori Kaisand

    ADMIN OF HEALTH SERVICES

    Total calculated
    $128,532
    From this org
    $114,111
    From related orgs
    $0
    Other
    $14,421
    Hours/week
    40

  • Tammy Johnson Candia

    DIRECTOR OF NURSING

    Total calculated
    $126,662
    From this org
    $116,864
    From related orgs
    $0
    Other
    $9,798
    Hours/week
    40

  • Steven Nelson

    DIRECTOR OF MAINT ENGINEERING & SUPP SVCS

    Total calculated
    $129,799
    From this org
    $118,582
    From related orgs
    $0
    Other
    $11,217
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

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
9 October 2023
IRS schema version
2022v5.0
Source object
202312849349302051

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