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Nonprofiteer
← VIRGINIA UNITED METHODIST HOMES INC

Form 990 for tax year 2024

Filed by VIRGINIA UNITED METHODIST HOMES INC.

Totals

Total revenue
$83,855,341
Total expenses
$77,988,121
Contributions and grants received
$2,178,476
Grants paid
$381,692
Program service revenue
$74,678,306
Investment income
$6,998,559
Other revenue
$0
Total assets, end of year
$268,175,911
Total liabilities, end of year
$201,262,420
Net assets or fund balances, end of year
$66,913,491
Program services expenses (Part IX)
$68,050,700
Management and general expenses
$9,662,513
Fundraising expenses
$274,908
Program service expenses (Part III)
$68,050,700

Program services were 87.3% 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

    $2,178,476

  • 2a · Program service revenue: FEES FROM RESIDENTS

    total $70,895,448 · related or exempt $70,895,448

  • 2b · Program service revenue: OTHER OPERATING REVENUE

    total $3,198,189 · related or exempt $3,198,189

  • 2c · Program service revenue: ANCILLARY SERVICE REVENUE

    total $584,669 · related or exempt $584,669

  • 3 · Investment income

    total $4,380,189 · excluded $4,380,189

  • 7a · Gross sales of assets other than inventory

    securities $32,315,802 · other assets $24,500

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

    securities $29,696,778 · other assets $25,154

  • 7c · Gain or loss

    securities $2,619,024 · other assets -$654

  • 7d · Net gain or loss

    total $2,618,370 · excluded $2,618,370

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $381,692 · program services $381,692

  • 5 · Compensation of officers, directors and key employees

    total $3,361,935 · management and general $3,361,935

  • 7 · Other salaries and wages

    total $33,501,510 · program services $30,586,843 · management and general $2,704,278 · fundraising $210,389

  • 8 · Pension plan contributions

    total $1,212,509 · program services $921,988 · management and general $277,163 · fundraising $13,358

  • 9 · Other employee benefits

    total $3,303,670 · program services $2,834,251 · management and general $469,419

  • 10 · Payroll taxes

    total $2,632,322 · program services $2,281,094 · management and general $334,748 · fundraising $16,480

  • 11b · Fees: legal

    total $489,886 · management and general $489,886

  • 11c · Fees: accounting

    total $147,885 · management and general $147,885

  • 11g · Fees: other

    total $4,073,665 · program services $3,420,263 · management and general $653,402

  • 12 · Advertising and promotion

    total $1,451,494 · program services $1,424,532 · fundraising $26,962

  • 13 · Office expenses

    total $684,036 · program services $479,601 · management and general $204,150 · fundraising $285

  • 14 · Information technology

    total $1,615,630 · program services $1,614,250 · management and general $1,380

  • 16 · Occupancy

    total $3,228,171 · program services $3,141,996 · management and general $86,175

  • 17 · Travel

    total $218,553 · program services $67,774 · management and general $145,715 · fundraising $5,064

  • 19 · Conferences, conventions and meetings

    total $208,712 · program services $56,588 · management and general $149,754 · fundraising $2,370

  • 20 · Interest

    total $4,679,046 · program services $4,679,046

  • 22 · Depreciation, depletion and amortization

    total $8,170,282 · program services $8,170,282

  • 23 · Insurance

    total $1,311,803 · program services $1,244,664 · management and general $67,139

  • 24a · Other expenses: DIETARY COSTS

    total $3,975,635 · program services $3,963,955 · management and general $11,680

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $1,724,882 · program services $1,707,972 · management and general $16,910

  • 24c · Other expenses: EMPLOYEE RECRUITING & R

    total $554,548 · program services $40,184 · management and general $514,364

  • 24d · Other expenses: RESIDENT SERVICES

    total $241,117 · program services $241,117

  • 24e · All other expenses

    total $819,138 · program services $792,608 · management and general $26,530

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,646,992 · end of year $3,606,010

  • 4 · Accounts receivable

    beginning of year $229,778 · end of year $4,076,287

  • 9 · Prepaid expenses and deferred charges

    beginning of year $395,505 · end of year $272,084

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

    $246,966,131

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

    $96,147,168

  • 10c · Land, buildings and equipment, net

    beginning of year $137,718,147 · end of year $150,818,963

  • 11 · Investments: publicly traded securities

    beginning of year $90,823,100 · end of year $83,941,756

  • 15 · Other assets

    beginning of year $26,930,999 · end of year $25,460,811

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,096,865 · end of year $7,821,215

  • 19 · Deferred revenue

    beginning of year $89,800,908 · end of year $94,652,961

  • 21 · Escrow or custodial account liability

    beginning of year $2,019,322 · end of year $3,260,578

  • 23 · Secured mortgages and notes payable

    beginning of year $96,695,506 · end of year $94,233,731

  • 25 · Other liabilities

    beginning of year $1,012,422 · end of year $1,293,935

  • 27 · Net assets without donor restrictions

    beginning of year $39,286,330 · end of year $40,156,882

  • 28 · Net assets with donor restrictions

    beginning of year $28,833,168 · end of year $26,756,609

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

  • FOUNDED IN 1947, VIRGINIA UNITED METHODIST HOMES, INC. D/B/A PINNACLE LIVING PROVIDES HOUSING, HEALTH SERVICES AND FINANCIAL SECURITY TO ITS COMMUNITIES IN VIRGINIA. THE COMMUNITIES OF PINNACLE LIVING ARE HERMITAGE RICHMOND, HERMITAGE ROANOKE, CEDARFIELD, HERMITAGE DEEP RUN, AND HERMITAGE THREE CHOPT. PINNACLE LIVING IS THE SOLE MEMBER OF WINDSORMEADE WILLIAMSBURG AND PROVIDES CERTAIN ADMINISTRATIVE SERVICE TO WINDSORMEADE ON A CONTINUAL BASIS. PINNACLE LIVING ENRICHES LIFE JOURNEY FOR RESIDENTS LIVING IN INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT AND HEALTH CARE, AS WELL AS OLDER PERSONS IN THE BROADER COMMUNITY. PINNACLE LIVING 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 HAS BUILT A LONGSTANDING REPUTATION OF PROVIDING EXCELLENT, COMPASSIONATE SUPPORT AND SERVICES IN A FAITH-BASED ENVIRONMENT. PINNACLE LIVING 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. PINNACLE LIVING 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, PINNACLE LIVING ESTABLISHED ITS SAMARITAN PROGRAM FOR BENEVOLENT CARE. 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. PINNACLE LIVING 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 $68,050,700 · Grants $381,692 · Revenue $74,678,306

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SHIRLEY M CAUFFMAN

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • KEVIN W BRUNY

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • HANK C COLEMAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JANE G HORNBECK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • F ELLEN NETTING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN R JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA M WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON HETHERINGTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDY DIGGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER P HENDERSON

    PRESIDENT/CEO

    Total calculated
    $785,552
    From this org
    $756,218
    From related orgs
    $0
    Other
    $29,334
    Hours/week
    25 + 15 related

    Schedule J breakdown matched by us

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

  • KEVIN L SALMINEN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $437,017
    From this org
    $409,213
    From related orgs
    $0
    Other
    $27,804
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $343,902
    Bonus
    $64,920
    Other
    $391
    Deferred
    $20,700
    Nontaxable benefits
    $7,104
    Filer's total
    $437,017

  • DANIEL NIMON

    CHIEF OPERATING OFFICER

    Total calculated
    $476,491
    From this org
    $447,157
    From related orgs
    $0
    Other
    $29,334
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,432
    Bonus
    $72,118
    Other
    $4,607
    Deferred
    $20,700
    Nontaxable benefits
    $8,634
    Filer's total
    $476,491

  • LAURA JONES

    SENIOR VICE PRESIDENT SALES & MARKETING

    Total calculated
    $316,473
    From this org
    $285,999
    From related orgs
    $0
    Other
    $30,474
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,481
    Bonus
    $35,051
    Other
    $4,467
    Deferred
    $17,682
    Nontaxable benefits
    $12,792
    Filer's total
    $316,473

  • RICHARD D BOTTONE

    VICE PRESIDENT ADMINISTRATIVE SERVICES

    Total calculated
    $288,971
    From this org
    $264,696
    From related orgs
    $0
    Other
    $24,275
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,027
    Bonus
    $32,615
    Other
    $4,054
    Deferred
    $15,641
    Nontaxable benefits
    $8,634
    Filer's total
    $288,971

  • TAMEIKA ROSS

    VICE PRESIDENT OF CLINICAL SERVICES

    Total calculated
    $268,703
    From this org
    $241,176
    From related orgs
    $0
    Other
    $27,527
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,417
    Bonus
    $30,043
    Other
    $7,716
    Deferred
    $14,735
    Nontaxable benefits
    $12,792
    Filer's total
    $268,703

  • AMY CHAPMAN

    EXECUTIVE DIRECTOR

    Total calculated
    $286,385
    From this org
    $263,519
    From related orgs
    $0
    Other
    $22,866
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,006
    Bonus
    $32,237
    Other
    $276
    Deferred
    $15,762
    Nontaxable benefits
    $7,104
    Filer's total
    $286,385

  • JAMES STOVALL

    EXECUTIVE DIRECTOR

    Total calculated
    $215,948
    From this org
    $192,918
    From related orgs
    $0
    Other
    $23,030
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,188
    Bonus
    $24,622
    Other
    $108
    Deferred
    $10,238
    Nontaxable benefits
    $12,792
    Filer's total
    $215,948

  • WILLIAM WRIGHT

    EXECUTIVE DIRECTOR

    Total calculated
    $198,850
    From this org
    $174,953
    From related orgs
    $0
    Other
    $23,897
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,844
    Bonus
    $16,833
    Other
    $276
    Deferred
    $11,105
    Nontaxable benefits
    $12,792
    Filer's total
    $198,850

  • MARK COLLINS

    DIRECTOR INFORMATION TECHNOLOGY

    Total calculated
    $228,979
    From this org
    $203,878
    From related orgs
    $0
    Other
    $25,101
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,572
    Bonus
    $27,353
    Other
    $3,953
    Deferred
    $12,309
    Nontaxable benefits
    $12,792
    Filer's total
    $228,979

  • JAMES W GREEN

    DIRECTOR OF FINANCE

    Total calculated
    $195,466
    From this org
    $178,179
    From related orgs
    $0
    Other
    $17,287
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,068
    Bonus
    $17,068
    Other
    $4,043
    Deferred
    $10,183
    Nontaxable benefits
    $7,104
    Filer's total
    $195,466

  • AINA OGUNWARE

    CHARGE NURSE LPN

    Total calculated
    $186,759
    From this org
    $176,700
    From related orgs
    $0
    Other
    $10,059
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,600
    Bonus
    $100
    Other
    $0
    Deferred
    $10,059
    Nontaxable benefits
    $0
    Filer's total
    $186,759

  • CHARLES W WICKHAM

    DIRECTOR DONOR DEV RETIRED CLERGY HOUSE

    Total calculated
    $179,571
    From this org
    $169,647
    From related orgs
    $0
    Other
    $9,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,821
    Bonus
    $15,021
    Other
    $1,805
    Deferred
    $9,924
    Nontaxable benefits
    $0
    Filer's total
    $179,571

  • ROUBA LAKKIS

    DIRECTOR OF ACCOUNTING

    Total calculated
    $176,192
    From this org
    $159,738
    From related orgs
    $0
    Other
    $16,454
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,052
    Bonus
    $8,686
    Other
    $0
    Deferred
    $9,350
    Nontaxable benefits
    $7,104
    Filer's total
    $176,192

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 · 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.

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
202512799349300411

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