Totals
- Total revenue
- $24,413,976
- Total expenses
- $22,620,066
- Contributions and grants received
- $457,651
- Grants paid
- $24,390
- Program service revenue
- $22,451,342
- Investment income
- $1,296,151
- Other revenue
- $208,832
- Total assets, end of year
- $97,111,860
- Total liabilities, end of year
- $63,665,836
- Net assets or fund balances, end of year
- $33,446,024
- Program services expenses (Part IX)
- $20,521,512
- Management and general expenses
- $2,090,713
- Fundraising expenses
- $7,841
- Program service expenses (Part III)
- $20,521,512
Program services were 90.7% 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)
$39,930
-
1f · All other contributions, gifts and grants
$417,721
-
1g · Noncash contributions included above
$37,491
-
2a · Program service revenue: RESIDENT SERVICE REVENUE
total $22,451,342 · related or exempt $22,451,342
-
3 · Investment income
total $1,479,478 · excluded $1,479,478
-
6a · Gross rents
real property $83,705
-
6b · Less rental expenses
real property $4,329
-
6c · Rental income or loss
real property $79,376
-
6d · Net rental income or loss
total $79,376 · excluded $79,376
-
7a · Gross sales of assets other than inventory
securities $396,990
-
7b · Less cost or other basis and sales expenses
securities $580,317
-
7c · Gain or loss
securities -$183,327
-
7d · Net gain or loss
total -$183,327 · excluded -$183,327
-
11a · Other revenue: DINING REVENUE
total $66,133 · excluded $66,133
-
11b · Other revenue: GUEST HOUSE REVENUE
total $30,347 · excluded $30,347
-
11c · Other revenue: MISCELLANEOUS REVENUE
total $12,342 · excluded $12,342
-
11d · All other revenue
total $20,634 · related or exempt $8,640 · excluded $11,994
-
11e · Other revenue, total
$129,456
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $24,390 · program services $24,390
-
5 · Compensation of officers, directors and key employees
total $533,716 · program services $154,300 · management and general $379,416
-
7 · Other salaries and wages
total $7,960,609 · program services $7,411,725 · management and general $542,131 · fundraising $6,753
-
8 · Pension plan contributions
total $405,144 · program services $351,176 · management and general $53,819 · fundraising $149
-
9 · Other employee benefits
total $1,316,097 · program services $1,315,508 · fundraising $589
-
10 · Payroll taxes
total $657,925 · program services $556,150 · management and general $101,540 · fundraising $235
-
11b · Fees: legal
total $6,255 · management and general $6,255
-
11c · Fees: accounting
total $39,210 · management and general $39,210
-
11f · Fees: investment management
total $33 · management and general $33
-
11g · Fees: other
total $1,345,428 · program services $692,288 · management and general $653,140
-
12 · Advertising and promotion
total $152,647 · program services $152,647
-
13 · Office expenses
total $593,933 · program services $573,290 · management and general $20,528 · fundraising $115
-
14 · Information technology
total $320,490 · program services $254,028 · management and general $66,462
-
16 · Occupancy
total $1,464,525 · program services $1,449,880 · management and general $14,645
-
17 · Travel
total $48,089 · program services $38,937 · management and general $9,152
-
19 · Conferences, conventions and meetings
total $27,681 · program services $14,327 · management and general $13,354
-
20 · Interest
total $1,241,342 · program services $1,228,909 · management and general $12,433
-
22 · Depreciation, depletion and amortization
total $3,274,547 · program services $3,242,242 · management and general $32,305
-
23 · Insurance
total $250,600 · program services $248,094 · management and general $2,506
-
24a · Other expenses: FOOD - PROGRAM
total $1,009,428 · program services $1,009,428
-
24b · Other expenses: THERAPIES - PROGRAM
total $753,035 · program services $753,035
-
24c · Other expenses: REPAIRS AND MAINTENANCE
total $561,141 · program services $556,954 · management and general $4,187
-
24d · Other expenses: PHARMACY - PROGRAM
total $241,498 · program services $241,498
-
24e · All other expenses
total $392,303 · program services $252,706 · management and general $139,597
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $576 · end of year $575
-
2 · Savings and temporary cash investments
beginning of year $48,454 · end of year $27,482
-
3 · Pledges and grants receivable
beginning of year $27,767 · end of year $25,626
-
4 · Accounts receivable
beginning of year $344,804 · end of year $352,373
-
7 · Other notes and loans receivable
beginning of year $463,713 · end of year $175,880
-
9 · Prepaid expenses and deferred charges
beginning of year $323,189 · end of year $458,585
-
10a · Land, buildings and equipment: cost or other basis
$94,225,227
-
10b · Land, buildings and equipment: accumulated depreciation
$36,571,458
-
10c · Land, buildings and equipment, net
beginning of year $57,285,551 · end of year $57,653,769
-
11 · Investments: publicly traded securities
beginning of year $34,662,798 · end of year $37,955,853
-
15 · Other assets
beginning of year $499,553 · end of year $461,717
-
17 · Accounts payable and accrued expenses
beginning of year $1,441,282 · end of year $1,643,328
-
19 · Deferred revenue
beginning of year $27,214,424 · end of year $29,071,539
-
20 · Tax-exempt bond liabilities
beginning of year $32,683,106 · end of year $31,184,591
-
23 · Secured mortgages and notes payable
beginning of year $1,500,250 · end of year $1,340,378
-
25 · Other liabilities
beginning of year $417,000 · end of year $426,000
-
27 · Net assets without donor restrictions
beginning of year $23,614,368 · end of year $26,267,853
-
28 · Net assets with donor restrictions
beginning of year $6,785,975 · end of year $7,178,171
Mission and programs · 2022
Mission
FOXDALE VILLAGE IS A QUAKER-DIRECTED COMMUNITY AND OUR ORGANIZATIONS VALUES -- COMMUNITY ACCEPTANCE, ENGAGEMENT, INCLUSION, CARING, FULFILLMENT AND STEWARDSHIP -- REFLECT IT'S FOUNDING HERITAGE. FOXDALE LEADS THE REGION IN ITS DELIVERY OF VIBRANT AND INNOVATIVE SERVICES PROVIDING HIGH QUALITY CARE AT A FAIR COST.
Activities or mission (Part I)
FOXDALE VILLAGE IS A QUAKER DIRECTED NONPROFIT LIFECARE COMMUNITY PROVIDING HIGH QUALITY CARE FOR OLDER PEOPLE.
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $20,521,512 · Grants $24,390 · Revenue $22,459,982
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Ms Connie WheelerMS CONNIE WHEELER
CLERK
- Total calculated
- $0
- Hours/week
- 2
-
Mr Selden SmithMR SELDEN SMITH
ASST. CLERK
- Total calculated
- $0
- Hours/week
- 2
-
Ms Sabrina ChapmanMS SABRINA CHAPMAN
RECORDING CLERK
- Total calculated
- $0
- Hours/week
- 2
-
Mr Ken MartinMR KEN MARTIN
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Ms Lorna ArocenaMS LORNA AROCENA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ms Marsha BartlettMS MARSHA BARTLETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mr Glenn CarterMR GLENN CARTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ms Nancy EatonMS NANCY EATON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mr Eric Ian FarmerMR ERIC IAN FARMER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ms Grace HamptonMS GRACE HAMPTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ms Katy Lumley-SapanskiMS KATY LUMLEY-SAPANSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mr Rob NicholasMR ROB NICHOLAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ms Beth ReskoMS BETH RESKO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mr Thomas SchrackMR THOMAS SCHRACK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mr Mick SmyerMR MICK SMYER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ms Deborah ShughartMS DEBORAH SHUGHART
CFO
- Total calculated
- $210,879
- From this org
- $181,795
- From related orgs
- $0
- Other
- $29,084
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $181,795
- Bonus
- $0
- Other
- $0
- Deferred
- $11,817
- Nontaxable benefits
- $17,267
- Filer's total
- $210,879
-
Ms Tama CareyMS TAMA CAREY
CEO
- Total calculated
- $290,724
- From this org
- $273,463
- From related orgs
- $0
- Other
- $17,261
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $273,463
- Bonus
- $0
- Other
- $0
- Deferred
- $8,204
- Nontaxable benefits
- $9,057
- Filer's total
- $290,724
-
Ms Margaret ClouserMS MARGARET CLOUSER
DIRECTOR OF HEALTH SERVICES
- Total calculated
- $172,699
- From this org
- $141,458
- From related orgs
- $0
- Other
- $31,241
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,458
- Bonus
- $0
- Other
- $0
- Deferred
- $9,195
- Nontaxable benefits
- $22,046
- Filer's total
- $172,699
-
Mr Adam DayMR ADAM DAY
DIRECTOR OF FACILITIES/STRATEGIC DEVELOPMENT
- Total calculated
- $142,196
- From this org
- $116,650
- From related orgs
- $0
- Other
- $25,546
- Hours/week
- 40
-
Mr Giancarlo BradaschiaMR GIANCARLO BRADASCHIA
DIRECTOR OF IT
- Total calculated
- $126,885
- From this org
- $110,636
- From related orgs
- $0
- Other
- $16,249
- Hours/week
- 40
-
Ms Diane BirminghamMS DIANE BIRMINGHAM
RN SUPERVISOR
- Total calculated
- $119,863
- From this org
- $104,042
- From related orgs
- $0
- Other
- $15,821
- Hours/week
- 40
-
Ms Jennifer PetsuMS JENNIFER PETSU
LPN
- Total calculated
- $119,283
- From this org
- $103,498
- From related orgs
- $0
- Other
- $15,785
- 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 · 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.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 December 2023
- IRS schema version
- 2022v5.0
- Source object
- 202430169349301168
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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