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← VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC

Form 990 for tax year 2024

Filed by VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC.

Totals

Total revenue
$25,668,071
Total expenses
$25,441,842
Contributions and grants received
$20,354
Grants paid
$0
Program service revenue
$24,909,267
Investment income
$738,450
Other revenue
$0
Total assets, end of year
$103,744,403
Total liabilities, end of year
$131,459,614
Net assets or fund balances, end of year
-$27,715,211
Program services expenses (Part IX)
$22,254,342
Management and general expenses
$3,187,500
Fundraising expenses
$0
Program service expenses (Part III)
$22,254,342

Program services were 87.5% 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

    $20,354

  • 2a · Program service revenue: FEES FROM RESIDENTS

    total $23,907,239 · related or exempt $23,907,239

  • 2b · Program service revenue: ANCILLARY SERVICE REVENUE

    total $623,855 · related or exempt $623,855

  • 2c · Program service revenue: OTHER OPERATING REVENUE

    total $378,173 · related or exempt $378,173

  • 3 · Investment income

    total $713,296 · excluded $713,296

  • 7a · Gross sales of assets other than inventory

    other assets $25,154

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

    other assets $0

  • 7c · Gain or loss

    other assets $25,154

  • 7d · Net gain or loss

    total $25,154 · excluded $25,154

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $288,863 · management and general $288,863

  • 7 · Other salaries and wages

    total $8,423,461 · program services $8,044,184 · management and general $379,277

  • 8 · Pension plan contributions

    total $245,065 · program services $226,054 · management and general $19,011

  • 9 · Other employee benefits

    total $835,941 · program services $764,533 · management and general $71,408

  • 10 · Payroll taxes

    total $641,522 · program services $598,758 · management and general $42,764

  • 11b · Fees: legal

    total $20,087 · management and general $20,087

  • 11g · Fees: other

    total $3,887,962 · program services $1,762,448 · management and general $2,125,514

  • 12 · Advertising and promotion

    total $236,480 · program services $236,480

  • 13 · Office expenses

    total $241,451 · program services $157,797 · management and general $83,654

  • 14 · Information technology

    total $383,413 · program services $383,413

  • 16 · Occupancy

    total $1,037,484 · program services $1,037,484

  • 17 · Travel

    total $15,389 · program services $5,441 · management and general $9,948

  • 19 · Conferences, conventions and meetings

    total $42,142 · program services $15,458 · management and general $26,684

  • 20 · Interest

    total $1,500,846 · program services $1,500,846

  • 22 · Depreciation, depletion and amortization

    total $4,421,650 · program services $4,421,650

  • 23 · Insurance

    total $334,308 · program services $334,308

  • 24a · Other expenses: DIETARY COSTS

    total $1,358,284 · program services $1,336,160 · management and general $22,124

  • 24b · Other expenses: LICENSES & TAXES

    total $650,381 · program services $645,371 · management and general $5,010

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $477,030 · program services $474,018 · management and general $3,012

  • 24d · Other expenses: RECRUITMENT & RETENTION

    total $105,386 · program services $26,533 · management and general $78,853

  • 24e · All other expenses

    total $294,697 · program services $283,406 · management and general $11,291

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 $2,292,773 · end of year $2,820,954

  • 4 · Accounts receivable

    beginning of year $218,791 · end of year $918,156

  • 9 · Prepaid expenses and deferred charges

    beginning of year $100,225 · end of year $65,211

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

    $144,328,255

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

    $59,461,819

  • 10c · Land, buildings and equipment, net

    beginning of year $86,162,716 · end of year $84,866,436

  • 11 · Investments: publicly traded securities

    beginning of year $14,882,257 · end of year $12,420,979

  • 15 · Other assets

    beginning of year $3,549,182 · end of year $2,651,667

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,910,909 · end of year $2,148,185

  • 19 · Deferred revenue

    beginning of year $75,748,409 · end of year $75,744,929

  • 21 · Escrow or custodial account liability

    beginning of year $658,946 · end of year $741,971

  • 23 · Secured mortgages and notes payable

    beginning of year $54,749,913 · end of year $52,798,589

  • 25 · Other liabilities

    beginning of year $1,269,272 · end of year $25,940

  • 27 · Net assets without donor restrictions

    beginning of year -$27,370,669 · end of year -$27,966,665

  • 28 · Net assets with donor restrictions

    beginning of year $240,164 · end of year $251,454

Mission and programs · 2024

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 OPERATES FOUR LIFE PLAN COMMUNITIES IN VIRGINIA AND TWO ASSISTED LIVING COMMUNITIES. IN ADDITION TO WINDSORMEADE WILLIAMSBURG, THE COMMUNITIES OF PINNACLE LIVING ARE HERMITAGE RICHMOND, HERMITAGE ROANOKE, CEDARFIELD, HERMITAGE DEEP RUN, AND HERMITAGE THREE CHOPT. TOGETHER WITH ITS AFFILIATED 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 $22,254,342 · Revenue $24,909,267

As filed on the 2024 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
    $785,552
    From this org
    $0
    From related orgs
    $756,218
    Other
    $29,334
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $536,511 related
    Bonus
    $0 + $216,970 related
    Other
    $0 + $2,737 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $8,634 related
    Filer's total
    $0 + $785,552 related

  • Rev Clark Cundiff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa F Han

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrea M Staskiel

    EXECUTIVE DIRECTOR

    Total calculated
    $286,759
    From this org
    $263,802
    From related orgs
    $0
    Other
    $22,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,439
    Bonus
    $34,183
    Other
    $180
    Deferred
    $15,853
    Nontaxable benefits
    $7,104
    Filer's total
    $286,759

  • Lindsay K Willey

    DIRECTOR - SALES/MARKETING

    Total calculated
    $132,373
    From this org
    $116,415
    From related orgs
    $0
    Other
    $15,958
    Hours/week
    40

  • Tammy Johnson-Candia

    DIRECTOR - HEALTH SERVICES

    Total calculated
    $149,541
    From this org
    $135,303
    From related orgs
    $0
    Other
    $14,238
    Hours/week
    40

  • Steven Nelson

    DIRECTOR - BLDG AND GROUNDS

    Total calculated
    $162,503
    From this org
    $145,160
    From related orgs
    $0
    Other
    $17,343
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,692
    Bonus
    $1,468
    Other
    $0
    Deferred
    $9,039
    Nontaxable benefits
    $8,304
    Filer's total
    $162,503

  • Kevin Early

    DIRECTOR - DINING

    Total calculated
    $146,103
    From this org
    $129,387
    From related orgs
    $0
    Other
    $16,716
    Hours/week
    40

  • Auburn Debolt

    COORDINATOR - HEALTHCARE ADMISSIONS

    Total calculated
    $128,492
    From this org
    $114,102
    From related orgs
    $0
    Other
    $14,390
    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
2024
Filed
2 October 2025
IRS schema version
2024v5.2
Source object
202522799349300017

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