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← NAVY MARINE COAST GUARD RESIDENCE FOUNDATION

Form 990 for tax year 2025

Filed by NAVY MARINE COAST GUARD RESIDENCE FOUNDATION.

Totals

Total revenue
$44,680,025
Total expenses
$40,416,476
Contributions and grants received
$6,504,243
Grants paid
$0
Program service revenue
$33,938,443
Investment income
$1,971,309
Other revenue
$2,266,030
Total assets, end of year
$188,462,460
Total liabilities, end of year
$176,930,897
Net assets or fund balances, end of year
$11,531,563
Program services expenses (Part IX)
$33,284,599
Management and general expenses
$6,912,957
Fundraising expenses
$218,920
Program service expenses (Part III)
$33,284,599

Program services were 82.4% 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.

  • 1e · Government grants (contributions)

    $5,812,442

  • 1f · All other contributions, gifts and grants

    $691,801

  • 2a · Program service revenue: Independent Living

    total $15,236,659 · related or exempt $15,236,659

  • 2b · Program service revenue: Healthcare Services

    total $9,130,265 · related or exempt $9,130,265

  • 2c · Program service revenue: Assisted Living

    total $8,435,772 · related or exempt $8,435,772

  • 2d · Program service revenue: Home Care Services

    total $1,135,747 · related or exempt $1,135,747

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $1,897,289 · excluded $1,897,289

  • 6a · Gross rents

    real property $97,825

  • 6c · Rental income or loss

    real property $97,825 · personal property $0

  • 6d · Net rental income or loss

    total $97,825 · excluded $97,825

  • 7a · Gross sales of assets other than inventory

    securities $21,357,739

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

    securities $21,283,719

  • 7c · Gain or loss

    securities $74,020 · other assets $0

  • 7d · Net gain or loss

    total $74,020 · excluded $74,020

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: Ancillary Services

    total $1,021,142 · related or exempt $1,021,142

  • 11b · Other revenue: Food and Beverage Sale

    total $852,364 · related or exempt $852,364

  • 11c · Other revenue: Miscellaneous Income

    total $294,699 · related or exempt $294,699

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $2,168,205

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $866,498 · program services $742,849 · management and general $123,649

  • 7 · Other salaries and wages

    total $15,890,164 · program services $13,421,170 · management and general $2,340,482 · fundraising $128,512

  • 8 · Pension plan contributions

    total $192,461 · program services $179,565 · management and general $10,348 · fundraising $2,548

  • 9 · Other employee benefits

    total $2,029,678 · program services $1,920,550 · management and general $109,128

  • 10 · Payroll taxes

    total $1,291,293 · program services $1,211,676 · management and general $69,428 · fundraising $10,189

  • 11b · Fees: legal

    total $135,347 · management and general $135,347

  • 11g · Fees: other

    total $4,347,120 · program services $3,067,382 · management and general $1,275,200 · fundraising $4,538

  • 12 · Advertising and promotion

    total $125,832 · program services $160 · management and general $124,375 · fundraising $1,297

  • 13 · Office expenses

    total $794,217 · program services $401,073 · management and general $386,473 · fundraising $6,671

  • 14 · Information technology

    total $218,316 · program services $218,316

  • 16 · Occupancy

    total $1,642,739 · program services $1,642,739

  • 17 · Travel

    total $93,363 · program services $59,091 · management and general $34,272

  • 19 · Conferences, conventions and meetings

    total $46,882 · program services $29,672 · management and general $17,210

  • 20 · Interest

    total $1,865,395 · management and general $1,865,395

  • 22 · Depreciation, depletion and amortization

    total $5,902,120 · program services $5,797,066 · management and general $105,054

  • 23 · Insurance

    total $557,349 · program services $557,349

  • 24a · Other expenses: Healthcare and Medical Exp

    total $1,441,470 · program services $1,441,470

  • 24b · Other expenses: Dining Services

    total $996,804 · program services $996,804

  • 24c · Other expenses: Supplies

    total $953,421 · program services $636,825 · management and general $316,596

  • 24d · Other expenses: Intercompany Assistance

    total $383,004 · program services $383,004

  • 24e · All other expenses

    total $643,003 · program services $577,838 · management and general $0 · fundraising $65,165

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,695,453 · end of year $1,870,985

  • 4 · Accounts receivable

    beginning of year $689,656 · end of year $558,025

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $758,474 · end of year $1,520,151

  • 8 · Inventories for sale or use

    beginning of year $133,167 · end of year $115,616

  • 9 · Prepaid expenses and deferred charges

    beginning of year $528,699 · end of year $445,184

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

    $160,713,680

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

    $60,182,866

  • 10c · Land, buildings and equipment, net

    beginning of year $96,150,252 · end of year $100,530,814

  • 11 · Investments: publicly traded securities

    beginning of year $28,620,724 · end of year $24,556,259

  • 12 · Investments: other securities

    beginning of year $35,288,902 · end of year $53,846,036

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $7,241,251 · end of year $5,019,390

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,096,336 · end of year $3,431,447

  • 19 · Deferred revenue

    beginning of year $11,004,067 · end of year $12,416,766

  • 20 · Tax-exempt bond liabilities

    beginning of year $64,700,872 · end of year $62,623,377

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $89,878,780 · end of year $98,459,307

  • 27 · Net assets without donor restrictions

    beginning of year -$1,369,502 · end of year $6,227,138

  • 28 · Net assets with donor restrictions

    beginning of year $4,796,025 · end of year $5,304,425

Mission and programs · 2025

Mission

NMCGRF SUPPORTS THE RESIDENTS OF VINSON HALL RETIREMENT COMMUNITY, A LIFE PLAN COMMUNITY, THROUGH FUNDING AND INNOVATION.

Activities or mission (Part I)

NMCGRF SUPPORTS THE RESIDENTS OF VINSON HALL RETIREMENT COMMUNITY.

  • VINSON HALL LLC, A SINGLE MEMBER LLC HELD BY NAVY MARINE COAST GUARD RESIDENCE FOUNDATION, IS A LIFE PLAN COMMUNITY. IT PROVIDES INDEPENDENT LIVING, ASSISTED LIVING, SHORT TERM REHABILITATION AND LONG-TERM CARE SERVICES TO SENIORS AND HANDICAPPED INDIVIDUALS. VINSON HALL IS DEDICATED TO BEING A LEADER IN CREATING AND DELIVERING INNOVATIVE SOLUTIONS SO INDIVIDUALS CAN LIVE LIFE "THEIR WAY". AS OF DECEMBER 31, 2025, VINSON HALL HAS APPROXIMATELY 347 LIVING RESIDENTIAL UNITS ACROSS ITS CAMPUS IN MCLEAN, VIRGINIA. THIS INCLUDES 241 INDEPENDENT LIVING UNITS (166 IN HERITAGE HALL AND 75 IN WILLOW OAK), 49 LICENSED NURSING BEDS IN ARLEIGH BURKE PAVILION, 21 ASSISTED LIVING UNITS IN ARLEIGH BURKE PAVILION, AND 36 MEMORY CARE SUITES IN THE SYLVESTERY. ALL LEVELS OF LIVING ARE OPEN TO THE GENERAL PUBLIC, NOT REQUIRING MILITARY OR GOVERNMENT AFFILIATION.

    Expenses $33,284,599 · Revenue $36,106,648

As filed on the 2025 return.

Listed in Part VII

  • CAPT W Scott Slocum USN Ret

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • RADM Allie Coetzee Leslie USN Ret

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • RADM Sandy Daniels USN Ret

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • RDML Cindy Dullea NC USN Ret

    Chair

    Total calculated
    $0
    Hours/week
    2

  • CAPT James A Carman USN Ret

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • CAPT Sushil K Jain MC USN Ret

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • CAPT Tammy Tideswell USN Ret

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Daniel DuVal Esq

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • RADM Bill Morris SC USN Ret

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • RADM Pat Dawson USN Ret

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • RDML Annie B Andrews USN Ret

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • RDML Michael J Browne USN Ret

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Richard Rip Sullivan Esq

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Charles Warner

    CEO/EXECUTIVE DIRECTOR (TERMINATED 4/30/25)

    Total calculated
    $180,834
    From this org
    $170,202
    From related orgs
    $0
    Other
    $10,632
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $89,940
    Bonus
    $80,262
    Other
    $0
    Deferred
    $2,072
    Nontaxable benefits
    $8,560
    Filer's total
    $180,834

  • Richard Mazza

    CHIEF FINANCIAL OFFICER

    Total calculated
    $362,710
    From this org
    $315,054
    From related orgs
    $0
    Other
    $47,656
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,054
    Bonus
    $39,000
    Other
    $0
    Deferred
    $4,637
    Nontaxable benefits
    $43,019
    Filer's total
    $362,710

  • Robert Roe

    CEO/EXECUTIVE DIRECTOR

    Total calculated
    $309,406
    From this org
    $294,272
    From related orgs
    $0
    Other
    $15,134
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,272
    Bonus
    $31,000
    Other
    $0
    Deferred
    $1,208
    Nontaxable benefits
    $13,926
    Filer's total
    $309,406

  • Analisse Vasquez Soto

    SENIOR DIRECTOR OF EXTENDED CARE & RESIDENT SERVICES

    Total calculated
    $186,693
    From this org
    $168,750
    From related orgs
    $0
    Other
    $17,943
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,750
    Bonus
    $15,000
    Other
    $0
    Deferred
    $461
    Nontaxable benefits
    $17,482
    Filer's total
    $186,693

  • Michelle Vaughen

    SENIOR DIRECTOR OF PHILANTHROPY AND ENGAGEMENT

    Total calculated
    $202,046
    From this org
    $166,940
    From related orgs
    $0
    Other
    $35,106
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,940
    Bonus
    $15,000
    Other
    $0
    Deferred
    $4,755
    Nontaxable benefits
    $30,351
    Filer's total
    $202,046

  • Stephanie Lawrence

    SENIOR DIRECTOR OF MARKETING

    Total calculated
    $202,208
    From this org
    $197,070
    From related orgs
    $0
    Other
    $5,138
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,070
    Bonus
    $16,000
    Other
    $0
    Deferred
    $4,650
    Nontaxable benefits
    $488
    Filer's total
    $202,208

  • Theresa Morgan

    SENIOR DIRECTOR OF CLINICAL OPERATIONS

    Total calculated
    $197,074
    From this org
    $175,705
    From related orgs
    $0
    Other
    $21,369
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,705
    Bonus
    $13,000
    Other
    $0
    Deferred
    $1,981
    Nontaxable benefits
    $19,388
    Filer's total
    $197,074

  • Winoka Clements

    SENIOR DIRECTOR OF HUMAN RESOURCES (TERMINATED 11/12/25)

    Total calculated
    $246,500
    From this org
    $227,962
    From related orgs
    $0
    Other
    $18,538
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,712
    Bonus
    $15,250
    Other
    $0
    Deferred
    $700
    Nontaxable benefits
    $17,838
    Filer's total
    $246,500

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 · Written employment contract
  • 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.

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.

  • Vinson Hall LLC

    RETIREMENT CO · VA · income $38,909,431 · assets $92,914,851

    Directly controlled by NMCGRF

  • Vinson Hall at Home LLC

    Retirement Co · VA · income $1,138,240 · assets $341,326

    Directly controlled by NMCGRF

Provenance

Return type
form_990
Tax year
2025
Filed
12 May 2026
IRS schema version
2025v4.1
Source object
202611329349300836

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