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Nonprofiteer
← FOX RUN VILLAGE INC

Form 990 for tax year 2023

Filed by FOX RUN VILLAGE INC.

Totals

Total revenue
$71,628,461
Total expenses
$72,853,668
Contributions and grants received
$2,382,410
Grants paid
$321,367
Program service revenue
$68,603,145
Investment income
$184,590
Other revenue
$458,316
Total assets, end of year
$278,823,281
Total liabilities, end of year
$310,341,123
Net assets or fund balances, end of year
-$31,517,842
Program services expenses (Part IX)
$60,150,167
Management and general expenses
$12,582,753
Fundraising expenses
$120,748
Program service expenses (Part III)
$60,150,167

Program services were 82.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ARNOLD SPEERT

    DIRECTOR (THRU 3/31/23)

    Total calculated
    $22,500
    From this org
    $0
    From related orgs
    $22,500
    Other
    $0
    Hours/week
    0.1 + 8.1 related

  • BARBARA C BISGAIER

    DIRECTOR

    Total calculated
    $110,000
    From this org
    $0
    From related orgs
    $110,000
    Other
    $0
    Hours/week
    0.1 + 7.9 related

  • BILL WATSON

    RESIDENT DIRECTOR (BEG 4/1/23)

    Total calculated
    $0
    Hours/week
    0.1

  • C JACKSON BAIN

    DIRECTOR (THRU 3/31/23)

    Total calculated
    $22,500
    From this org
    $0
    From related orgs
    $22,500
    Other
    $0
    Hours/week
    0.1 + 6.6 related

  • EILEEN G ERSTAD

    TREASURER

    Total calculated
    $167,500
    From this org
    $0
    From related orgs
    $167,500
    Other
    $0
    Hours/week
    0.1 + 14.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $167,500 related

  • GARY CUMMINGS

    RESIDENT DIRECTOR (ALTERNATE)

    Total calculated
    $0
    Hours/week
    0.2

  • GERI ANGEL

    RESIDENT DIRECTOR (THRU 3/31/23)

    Total calculated
    $0
    Hours/week
    0.2

  • IAN BROWN

    VICE CHAIR & VP (BEG 4/1/23)

    Total calculated
    $65,000
    From this org
    $0
    From related orgs
    $65,000
    Other
    $0
    Hours/week
    0.1 + 7.8 related

  • MARY D COLINS

    SECRETARY

    Total calculated
    $150,000
    From this org
    $0
    From related orgs
    $150,000
    Other
    $0
    Hours/week
    0.1 + 10.3 related

  • MICHAEL W ROSKIEWICZ

    CHAIR & PRESIDENT

    Total calculated
    $110,000
    From this org
    $0
    From related orgs
    $110,000
    Other
    $0
    Hours/week
    0.4 + 9.2 related

  • MONTY C LEONARD

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 8.4 related

  • PAMELA D PAULK

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 8.2 related

  • PATRICIA M BROWN

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 7.6 related

  • REV DR ZINA JACQUE

    DIRECTOR

    Total calculated
    $215,000
    From this org
    $0
    From related orgs
    $215,000
    Other
    $0
    Hours/week
    0.1 + 9.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $215,000 related

  • RUSSELL SHARP

    DIRECTOR (BEG 4/1/23)

    Total calculated
    $65,000
    From this org
    $0
    From related orgs
    $65,000
    Other
    $0
    Hours/week
    0.1 + 7.8 related

  • STEPHANIE L REEL

    DIRECTOR

    Total calculated
    $150,000
    From this org
    $0
    From related orgs
    $150,000
    Other
    $0
    Hours/week
    0.1 + 9.9 related

  • ASHLEY BULAT

    EXECUTIVE DIRECTOR

    Total calculated
    $260,039
    From this org
    $240,338
    From related orgs
    $0
    Other
    $19,701
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,174
    Bonus
    $41,500
    Other
    $1,664
    Deferred
    $7,746
    Nontaxable benefits
    $11,955
    Filer's total
    $260,039

  • CHRIS RATHMANN

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • GREGORY MEEHAN

    DIRECTOR, FINANCE

    Total calculated
    $176,850
    From this org
    $162,039
    From related orgs
    $0
    Other
    $14,811
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,458
    Bonus
    $19,000
    Other
    $581
    Deferred
    $5,011
    Nontaxable benefits
    $9,800
    Filer's total
    $176,850

  • JOHN HALL

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • MARK EMBLEY

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 8 related

  • NEAL GANTERT

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • AMY BRENNAN

    MANAGER, SALES

    Total calculated
    $138,484
    From this org
    $132,472
    From related orgs
    $0
    Other
    $6,012
    Hours/week
    40

  • BRIAN TAYLOR

    SUPERVISOR, GROUNDS

    Total calculated
    $148,071
    From this org
    $133,808
    From related orgs
    $0
    Other
    $14,263
    Hours/week
    40

  • GEMILA BRONNER

    DIRECTOR, NURSING

    Total calculated
    $152,932
    From this org
    $148,016
    From related orgs
    $0
    Other
    $4,916
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,949
    Bonus
    $14,600
    Other
    $467
    Deferred
    $4,270
    Nontaxable benefits
    $646
    Filer's total
    $152,932

  • SHERI LUCIUS

    CLINICAL HEALTH CARE COUNSELOR

    Total calculated
    $125,822
    From this org
    $125,487
    From related orgs
    $0
    Other
    $335
    Hours/week
    40

  • TERRI KAVA

    MANAGER, REHABILITATION

    Total calculated
    $136,564
    From this org
    $120,131
    From related orgs
    $0
    Other
    $16,433
    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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED A DISCRETIONARY BONUS DURING THE YEAR.
SCHEDULE J
ASHLEY BULAT AND GREGORY MEEHAN ARE LISTED IN SCHEDULE J, PART II AND ARE EMPLOYEES OF ERICKSON SENIOR LIVING, LLC ("ESL"), AN UNRELATED ORGANIZATION TO FOX RUN VILLAGE, INC., IN ACCORDANCE WITH THE MANAGEMENT AGREEMENT BETWEEN FOX RUN VILLAGE, INC. AND ESL. SEE SCHEDULE O EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 3. THEREFORE, FOR IRS MATCHING PURPOSES, ESL IS THE ISSUER OF THE FORMS W-2. UNDER THE MANAGEMENT AGREEMENT, FOX RUN VILLAGE, INC. REIMBURSES ESL FOR THE COST OF SERVICES PERFORMED FOR FOX RUN VILLAGE, INC.

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.

  • ANN'S CHOICE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · PA

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • ASHBY PONDS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • AVERY POINT INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • BETHESDA NSC RETIREMENT COMMUNITY INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • BROOKSBY VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • CEDAR CREST VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • EAGLE'S TRACE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • GREENSPRING VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • HIGHLAND SPRINGS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • LANTERN HILL INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • LINDEN PONDS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • MARIS GROVE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · PA

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • MATTHEWS NSC RETIREMENT COMMUNITY INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • NATIONAL SENIOR COMMUNITIES INC

    501(C)(3) · SUPPORTING ORGANIZATION · MD

  • OAK CREST VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • RIDERWOOD VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • SEABROOK VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • TALLGRASS CREEK INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • WIND CREST INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • WOODLEIGH CHASE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES 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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
27 September 2024
IRS schema version
2023v5.1
Source object
202402769349301620

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