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Nonprofiteer
← ANNANDALE AT SUWANEE INC

Form 990 for tax year 2024

Filed by ANNANDALE AT SUWANEE INC.

Totals

Total revenue
$16,981,975
Total expenses
$15,776,849
Contributions and grants received
$5,782,668
Grants paid
$0
Program service revenue
$11,096,768
Investment income
$94,144
Other revenue
$8,395
Total assets, end of year
$19,720,496
Total liabilities, end of year
$1,750,327
Net assets or fund balances, end of year
$17,970,169
Program services expenses (Part IX)
$13,431,548
Management and general expenses
$2,000,749
Fundraising expenses
$344,552
Program service expenses (Part III)
$13,431,548

Program services were 85.1% 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

    $210,102

  • 1d · Related organizations

    $1,180,833

  • 1f · All other contributions, gifts and grants

    $4,391,733

  • 1g · Noncash contributions included above

    $148,947

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

    total $11,089,695 · related or exempt $11,089,695

  • 2b · Program service revenue: MEAL SERVICES

    total $7,073 · related or exempt $7,073

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $109,673 · excluded $109,673

  • 6c · Rental income or loss

    real property $0 · personal property $0

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

    other assets $15,529

  • 7c · Gain or loss

    securities $0 · other assets -$15,529

  • 7d · Net gain or loss

    total -$15,529 · excluded -$15,529

  • 8a · Fundraising events: gross income

    $70,034

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

    $210,102

  • 8b · Fundraising events: direct expenses

    $103,929

  • 8c · Net income from fundraising events

    total -$33,895 · excluded -$33,895

  • 9a · Gaming: gross income

    $5,415

  • 9c · Net income from gaming

    total $5,415 · excluded $5,415

  • 10a · Gross sales of inventory

    $940

  • 10c · Net income from sales of inventory

    total $940 · excluded $940

  • 11a · Other revenue: TRANSPORTATION

    total $35,935 · excluded $35,935

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $35,935

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $629,234 · program services $543,392 · management and general $68,248 · fundraising $17,594

  • 7 · Other salaries and wages

    total $7,846,617 · program services $6,797,708 · management and general $831,400 · fundraising $217,509

  • 8 · Pension plan contributions

    total $145,451 · program services $113,440 · management and general $26,875 · fundraising $5,136

  • 9 · Other employee benefits

    total $830,871 · program services $574,256 · management and general $229,056 · fundraising $27,559

  • 10 · Payroll taxes

    total $632,619 · program services $549,537 · management and general $66,942 · fundraising $16,140

  • 11b · Fees: legal

    total $27,546 · management and general $27,546

  • 11c · Fees: accounting

    total $98,209 · management and general $98,209

  • 11g · Fees: other

    total $693,419 · program services $647,237 · management and general $29,688 · fundraising $16,494

  • 12 · Advertising and promotion

    total $34,107 · program services $5,092 · management and general $18,688 · fundraising $10,327

  • 13 · Office expenses

    total $152,889 · program services $112,247 · management and general $15,769 · fundraising $24,873

  • 14 · Information technology

    total $491,398 · program services $128,458 · management and general $362,131 · fundraising $809

  • 16 · Occupancy

    total $589,389 · program services $546,143 · management and general $42,208 · fundraising $1,038

  • 17 · Travel

    total $26,208 · program services $20,248 · management and general $5,952 · fundraising $8

  • 19 · Conferences, conventions and meetings

    total $28,574 · program services $17,842 · management and general $9,745 · fundraising $987

  • 20 · Interest

    total $621 · program services $621

  • 22 · Depreciation, depletion and amortization

    total $694,491 · program services $633,439 · management and general $60,987 · fundraising $65

  • 23 · Insurance

    total $434,303 · program services $387,698 · management and general $46,092 · fundraising $513

  • 24a · Other expenses: FOOD PURCHASES

    total $552,150 · program services $550,766 · management and general $680 · fundraising $704

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $492,944 · program services $478,372 · management and general $14,572

  • 24c · Other expenses: CONTRACTED THERAPIES

    total $260,873 · program services $260,873

  • 24d · Other expenses: OPERATING SUPPLIES

    total $208,761 · program services $206,045 · management and general $2,620 · fundraising $96

  • 24e · All other expenses

    total $906,175 · program services $858,134 · management and general $43,341 · fundraising $4,700

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,518,175 · end of year $1,391,204

  • 2 · Savings and temporary cash investments

    beginning of year $3,442,200 · end of year $107,374

  • 3 · Pledges and grants receivable

    beginning of year $854,849 · end of year $339,889

  • 4 · Accounts receivable

    beginning of year $376,810 · end of year $381,242

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $231,423 · end of year $311,571

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

    $28,743,045

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

    $11,743,665

  • 10c · Land, buildings and equipment, net

    beginning of year $11,218,188 · end of year $16,999,380

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $189,836

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,328,532 · end of year $939,942

  • 19 · Deferred revenue

    beginning of year $385,998 · end of year $391,242

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    end of year $262,869

  • 25 · Other liabilities

    beginning of year $162,072 · end of year $156,274

  • 27 · Net assets without donor restrictions

    beginning of year $12,180,475 · end of year $16,235,657

  • 28 · Net assets with donor restrictions

    beginning of year $4,584,568 · end of year $1,734,512

Mission and programs · 2024

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.

  • 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 $13,431,548 · Revenue $11,096,768

As filed on the 2024 return.

Listed in Part VII

  • Adam Pomeranz

    President/Executive Director

    Total calculated
    $392,101
    From this org
    $350,351
    From related orgs
    $0
    Other
    $41,750
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $325,851
    Bonus
    $24,500
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $11,250
    Filer's total
    $392,101

  • Bryan Benfield

    Past Chair

    Total calculated
    $0
    Hours/week
    0.8 + 3 related

  • Christopher L Bear

    Secretary

    Total calculated
    $0
    Hours/week
    0.8

  • Lisa Jackson

    Vice Chair

    Total calculated
    $0
    Hours/week
    2.7 + 0.5 related

  • Mark A Graves

    Treasurer

    Total calculated
    $0
    Hours/week
    0.6

  • Noah Levy

    Exec Com At Large

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Tyler Heard

    Chairman

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Alice Cunningham

    Director

    Total calculated
    $0
    Hours/week
    0.3

  • AnneMarie Scully

    Director

    Total calculated
    $0
    Hours/week
    0.6

  • Cheryl MacMillan

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Claire Gordon

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Justin Abernathy

    Director

    Total calculated
    $0
    Hours/week
    0.7

  • Kristi Cohron

    Director

    Total calculated
    $0
    Hours/week
    0.3

  • Pankti Desai Rogers

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Long

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Ponder

    Emeritus

    Total calculated
    $0
    Hours/week
    2.5 + 0.5 related

  • Sarah Randal Watchko

    Director

    Total calculated
    $0
    Hours/week
    0.6

  • Stephen Fleece

    Director

    Total calculated
    $0
    Hours/week
    0.3

  • Laura MacPherson

    Chief Financial Officer

    Total calculated
    $256,615
    From this org
    $230,132
    From related orgs
    $0
    Other
    $26,483
    Hours/week
    37.5 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $215,175
    Bonus
    $14,957
    Other
    $0
    Deferred
    $17,733
    Nontaxable benefits
    $8,750
    Filer's total
    $256,615

  • Kayce Pearce

    Chief Development Officer

    Total calculated
    $187,411
    From this org
    $173,178
    From related orgs
    $0
    Other
    $14,233
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,082
    Bonus
    $12,096
    Other
    $0
    Deferred
    $10,983
    Nontaxable benefits
    $3,250
    Filer's total
    $187,411

  • Michelle Mohrman

    Chief Human Resources Officer

    Total calculated
    $185,131
    From this org
    $169,574
    From related orgs
    $0
    Other
    $15,557
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,191
    Bonus
    $12,383
    Other
    $0
    Deferred
    $15,557
    Nontaxable benefits
    $0
    Filer's total
    $185,131

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 58-6081470 SUWANNEE INC

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.

  • 3391 Annandale LLC

    Property Rental · GA · income $730,443 · assets $730,443

    Directly controlled by Annandale at Suwanee Inc

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2026
IRS schema version
2024v5.1
Source object
202601339349303800

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