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Nonprofiteer
← ANNANDALE AT SUWANEE INC

Form 990 for tax year 2022

Filed by ANNANDALE AT SUWANEE INC.

Totals

Total revenue
$16,700,962
Total expenses
$13,467,595
Contributions and grants received
$6,237,389
Grants paid
$0
Program service revenue
$10,245,024
Investment income
$247,343
Other revenue
-$28,794
Total assets, end of year
$18,201,854
Total liabilities, end of year
$1,405,682
Net assets or fund balances, end of year
$16,796,172
Program services expenses (Part IX)
$10,932,014
Management and general expenses
$2,141,921
Fundraising expenses
$393,660
Program service expenses (Part III)
$10,932,014

Program services were 81.2% 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.

  • 1c · Fundraising events

    $165,261

  • 1d · Related organizations

    $521,912

  • 1e · Government grants (contributions)

    $920,736

  • 1f · All other contributions, gifts and grants

    $4,629,480

  • 1g · Noncash contributions included above

    $62,421

  • 2a · Program service revenue: FEES & PATIENT REVENUE

    total $10,240,785 · related or exempt $10,240,785

  • 2b · Program service revenue: MEALS

    total $4,239 · related or exempt $4,239

  • 3 · Investment income

    total $258,523 · excluded $258,523

  • 7b · Less cost or other basis and sales expenses

    other assets $11,180

  • 7c · Gain or loss

    other assets -$11,180

  • 7d · Net gain or loss

    total -$11,180 · excluded -$11,180

  • 8a · Fundraising events: gross income

    $55,087

  • 8a · Fundraising events: contributions included on line 1c

    $165,261

  • 8b · Fundraising events: direct expenses

    $89,789

  • 8c · Net income from fundraising events

    total -$34,702 · excluded -$34,702

  • 9a · Gaming: gross income

    $375

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $375 · excluded $375

  • 10a · Gross sales of inventory

    $822

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $822 · excluded $822

  • 11a · Other revenue: TRANSPORTATION

    total $4,711 · excluded $4,711

  • 11e · Other revenue, total

    $4,711

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $473,011 · program services $63,512 · management and general $377,744 · fundraising $31,755

  • 7 · Other salaries and wages

    total $6,279,200 · program services $5,487,350 · management and general $562,754 · fundraising $229,096

  • 8 · Pension plan contributions

    total $58,779 · program services $14,785 · management and general $40,140 · fundraising $3,854

  • 9 · Other employee benefits

    total $699,116 · program services $458,250 · management and general $213,719 · fundraising $27,147

  • 10 · Payroll taxes

    total $500,721 · program services $421,295 · management and general $60,614 · fundraising $18,812

  • 11b · Fees: legal

    total $46,076 · management and general $46,076

  • 11c · Fees: accounting

    total $114,513 · management and general $114,513

  • 11g · Fees: other

    total $1,466,315 · program services $1,413,891 · management and general $21,038 · fundraising $31,386

  • 12 · Advertising and promotion

    total $41,222 · program services $504 · management and general $26,726 · fundraising $13,992

  • 13 · Office expenses

    total $110,038 · program services $75,388 · management and general $16,988 · fundraising $17,662

  • 14 · Information technology

    total $397,935 · program services $94,706 · management and general $300,253 · fundraising $2,976

  • 16 · Occupancy

    total $455,693 · program services $398,818 · management and general $55,693 · fundraising $1,182

  • 17 · Travel

    total $26,187 · program services $6,402 · management and general $19,604 · fundraising $181

  • 19 · Conferences, conventions and meetings

    total $51,760 · program services $34,323 · management and general $14,783 · fundraising $2,654

  • 20 · Interest

    total $1,490 · program services $1,490

  • 22 · Depreciation, depletion and amortization

    total $793,254 · program services $720,287 · management and general $66,210 · fundraising $6,757

  • 23 · Insurance

    total $363,599 · program services $315,281 · management and general $48,007 · fundraising $311

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $486,301 · program services $457,342 · management and general $28,694 · fundraising $265

  • 24b · Other expenses: FOOD PURCHASES

    total $465,108 · program services $464,700 · management and general $194 · fundraising $214

  • 24c · Other expenses: OPERATING SUPPLIES

    total $222,771 · program services $217,276 · management and general $5,051 · fundraising $444

  • 24d · Other expenses: CONTRACTED THERAPIES

    total $151,671 · program services $151,671

  • 24e · All other expenses

    total $262,835 · program services $134,743 · management and general $123,120 · fundraising $4,972

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $424,549 · end of year $2,269,190

  • 2 · Savings and temporary cash investments

    beginning of year $1,204,081 · end of year $3,310,875

  • 3 · Pledges and grants receivable

    beginning of year $1,151,973 · end of year $2,237,362

  • 4 · Accounts receivable

    beginning of year $423,318 · end of year $334,530

  • 9 · Prepaid expenses and deferred charges

    beginning of year $325,918 · end of year $296,191

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

    $21,483,508

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

    $11,876,145

  • 10c · Land, buildings and equipment, net

    beginning of year $9,694,144 · end of year $9,607,363

  • 15 · Other assets

    beginning of year $1,869,855 · end of year $146,343

  • 17 · Accounts payable and accrued expenses

    beginning of year $880,203 · end of year $832,124

  • 19 · Deferred revenue

    beginning of year $383,703 · end of year $404,038

  • 24 · Unsecured notes and loans payable

    beginning of year $76,359 · end of year $0

  • 25 · Other liabilities

    beginning of year $190,768 · end of year $169,520

  • 27 · Net assets without donor restrictions

    beginning of year $10,942,457 · end of year $12,526,171

  • 28 · Net assets with donor restrictions

    beginning of year $2,620,348 · end of year $4,270,001

Mission and programs · 2022

Mission

TO PERPETUATE A VILLAGE COMMUNITY TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH DEVELOPMENTAL DISABILITIES SO THAT THEY CAN MAXIMIZE THEIR ABILITIES AND MAINTAIN THEIR INDEPENDENCE IN THE LEAST RESTRICTIVE ENVIRONMENT.

Activities or mission (Part I)

TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH INTELLECTUAL DISABILITIES AND AQUIRED BRAIN INJURIES.

  • SEE SCHEDULE O FOR COMPLETE DESCRIPTION.FOUNDED IN 1969, THE MISSION OF ANNANDALE VILLAGE IS TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH INTELLECTUAL DISABILITIES AND ACQUIRED BRAIN INJURIES SO THAT THEY CAN MAXIMIZE THEIR ABILITIES AND MAINTAIN THEIR INDEPENDENCE IN THE LEAST RESTRICTIVE ENVIRONMENT.CHARACTERISTICALLY, INDIVIDUALS SERVED AT ANNANDALE VILLAGE ARE 18 YEARS OF AGE OR OLDER WITH A PRIMARY DIAGNOSIS OF AN INTELLECTUAL DISABILITY, DOWN SYNDROME, AUTISM, CEREBRAL PALSY, OTHER DEVELOPMENTAL DISABILITY, OR HAVE EXPERIENCED A TRAUMATIC BRAIN INJURY.ANNANDALE VILLAGE OFFERS BOTH RESIDENTIAL AND NON-RESIDENTIAL PROGRAMS AND SERVICES THAT PROVIDE A BALANCE OF STRUCTURE, FREEDOM, ENCOURAGEMENT, INSTRUCTION AND FULFILLMENT. ANNANDALE'S FOCUS ON INDIVIDUAL DEVELOPMENT AND PERSONAL CARE INCLUDES: RESIDENTIAL LIVING SERVICES, ASSISTED LIVING, A SKILLED NURSING CENTER, ON-CAMPUS HEALTH SERVICES, COUNSELING SERVICES, OCCUPATIONAL THERAPY, EDUCATIONAL PROGRAMMING, VOCATIONAL TRAINING AND JOB PLACEMENT, AND A VAST ARRAY OF COMMUNITY INCLUSION ACTIVITIES.TODAY, ANNANDALE VILLAGE IS THE ONLY NONPROFIT IN THE STATE OF GEORGIA TO OFFER MEN AND WOMEN WITH DEVELOPMENTAL DISABILITIES A LIFETIME CONTINUUM OF SERVICE AND CARE.IN RECOGNITION OF ITS STANDARD FOR EXCELLENCE, ANNANDALE'S D. SCOTT HUDGENS CENTER FOR SKILLED NURSING WAS RECENTLY NAMED ONE OF THE "BEST NURSING HOMES" IN THE COUNTRY BY U.S. NEWS & WORLD REPORT. OF MORE THAN 16,000 NURSING HOMES IN THE UNITED STATES, THE CENTER RANKED HIGHEST AMONG ALL NURSING HOMES IN THE STATE OF GEORGIA, AND IS RANKED AMONG THE TOP ONE-PERCENT OF ALL NURSING HOMES IN THE UNITED STATES.

    Expenses $10,932,014 · Revenue $10,245,024

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

Listed in Part VII

  • Adam Pomeranz

    PRESIDENT/EXECUTIVE DIRECT

    Total calculated
    $289,668
    From this org
    $226,475
    From related orgs
    $0
    Other
    $63,193
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $226,475
    Bonus
    $0
    Other
    $0
    Deferred
    $63,193
    Nontaxable benefits
    $0
    Filer's total
    $289,668

  • Laura MacPherson

    CHIEF FINANCIAL OFFICER

    Total calculated
    $155,377
    From this org
    $136,706
    From related orgs
    $0
    Other
    $18,671
    Hours/week
    40 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $136,706
    Bonus
    $0
    Other
    $0
    Deferred
    $18,671
    Nontaxable benefits
    $0
    Filer's total
    $155,377

  • Robert O'Rouke

    CHIEF PROGRAM OFFICER

    Total calculated
    $130,197
    From this org
    $123,540
    From related orgs
    $0
    Other
    $6,657
    Hours/week
    40

  • Michelle Mohrman

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $127,655
    From this org
    $118,708
    From related orgs
    $0
    Other
    $8,947
    Hours/week
    40

  • Kayce Pearce

    CHIEF DEVELOPMENT AND MARK

    Total calculated
    $117,851
    From this org
    $109,048
    From related orgs
    $0
    Other
    $8,803
    Hours/week
    40 + 2.5 related

  • Bryan Benfield

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tyler Heard

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Noah Levy

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Robert Ponder

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Susan Molock

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lisa Jackson

    EXEC COM AT LARGE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Charles A Lotz

    EMERITUS

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Steve Gaultney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Chris Bear

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Cheryl MacMillan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sarah Watchko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Thomas Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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 · 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.

  • ANNANDALE APARTMENTS INC

    501(C)(3) · RESIDENTIAL FACILITY FOR ADULTS W/INTELLECTUAL DISABILITIES OR BRAIN INJURY · GA · controlled entity

    Directly controlled by ANNANDALE AT SUWANNEE INC

  • THE ANNANDALE FOUNDATION INC

    501(C)(3) · FINANCIAL SUPPORT OF ITS SUPPORTED ENTITY, ANNANDALE AT SUWANEE, INC. · GA · controlled entity

    Directly controlled by ANNANDALE AT SUWANNEE INC

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202401299349300840

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