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Nonprofiteer
← VIRGINIA UNITED METHODIST HOMES INC

Form 990 for tax year 2022

Filed by VIRGINIA UNITED METHODIST HOMES INC.

Totals

Total revenue
$93,876,733
Total expenses
$66,533,170
Contributions and grants received
$1,721,402
Grants paid
$316,415
Program service revenue
$72,135,983
Investment income
$20,019,348
Other revenue
$0
Total assets, end of year
$253,315,563
Total liabilities, end of year
$191,388,336
Net assets or fund balances, end of year
$61,927,227
Program services expenses (Part IX)
$57,812,557
Management and general expenses
$8,457,795
Fundraising expenses
$262,818
Program service expenses (Part III)
$57,812,557

Program services were 86.9% 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

    $1,721,402

  • 2a · Program service revenue: FEES FROM RESIDENTS

    total $58,036,910 · related or exempt $58,036,910

  • 2b · Program service revenue: OTHER OPERATING REVENUE

    total $14,109,285 · related or exempt $14,109,285

  • 2c · Program service revenue: ANCILLARY SERVICE REVENUE

    total -$10,212 · related or exempt -$10,212

  • 3 · Investment income

    total $3,317,784 · excluded $3,317,784

  • 7a · Gross sales of assets other than inventory

    securities $13,233,879 · other assets $24,532,499

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

    securities $13,722,627 · other assets $7,342,187

  • 7c · Gain or loss

    securities -$488,748 · other assets $17,190,312

  • 7d · Net gain or loss

    total $16,701,564 · excluded $16,701,564

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $316,415 · program services $316,415

  • 5 · Compensation of officers, directors and key employees

    total $2,994,167 · management and general $2,994,167

  • 7 · Other salaries and wages

    total $26,032,508 · program services $23,739,177 · management and general $2,078,699 · fundraising $214,632

  • 8 · Pension plan contributions

    total $1,545,691 · program services $1,237,176 · management and general $293,394 · fundraising $15,121

  • 9 · Other employee benefits

    total $2,152,542 · program services $1,834,324 · management and general $318,218

  • 10 · Payroll taxes

    total $2,065,608 · program services $1,764,151 · management and general $284,955 · fundraising $16,502

  • 11b · Fees: legal

    total $474,938 · management and general $474,938

  • 11c · Fees: accounting

    total $126,945 · management and general $126,945

  • 11g · Fees: other

    total $4,739,247 · program services $3,951,736 · management and general $787,511

  • 12 · Advertising and promotion

    total $727,650 · program services $723,409 · fundraising $4,241

  • 13 · Office expenses

    total $596,553 · program services $447,611 · management and general $148,214 · fundraising $728

  • 14 · Information technology

    total $1,275,898 · program services $1,275,601 · management and general $297

  • 16 · Occupancy

    total $3,141,630 · program services $3,004,651 · management and general $136,979

  • 17 · Travel

    total $129,299 · program services $24,226 · management and general $96,892 · fundraising $8,181

  • 19 · Conferences, conventions and meetings

    total $148,707 · program services $64,138 · management and general $81,590 · fundraising $2,979

  • 20 · Interest

    total $4,004,531 · program services $4,004,531

  • 22 · Depreciation, depletion and amortization

    total $7,421,365 · program services $7,421,365

  • 23 · Insurance

    total $1,188,662 · program services $1,114,757 · management and general $73,905

  • 24a · Other expenses: DIETARY COSTS

    total $3,612,619 · program services $3,604,428 · management and general $8,191

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $1,445,915 · program services $1,418,206 · management and general $27,709

  • 24c · Other expenses: MISCELLANEOUS

    total $690,480 · program services $649,752 · management and general $40,294 · fundraising $434

  • 24d · Other expenses: EMPLOYEE RECRUITING & R

    total $600,807 · program services $144,732 · management and general $456,075

  • 24e · All other expenses

    total $1,100,993 · program services $1,072,171 · management and general $28,822

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,333,860 · end of year $7,323,042

  • 4 · Accounts receivable

    beginning of year $915,322 · end of year $388,774

  • 9 · Prepaid expenses and deferred charges

    beginning of year $233,433 · end of year $591,158

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

    $214,268,810

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

    $80,641,588

  • 10c · Land, buildings and equipment, net

    beginning of year $136,542,808 · end of year $133,627,222

  • 11 · Investments: publicly traded securities

    beginning of year $81,171,013 · end of year $92,496,235

  • 15 · Other assets

    beginning of year $24,691,439 · end of year $18,889,132

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,424,285 · end of year $7,380,856

  • 19 · Deferred revenue

    beginning of year $79,798,916 · end of year $82,921,017

  • 21 · Escrow or custodial account liability

    beginning of year $969,245 · end of year $854,354

  • 23 · Secured mortgages and notes payable

    beginning of year $106,379,383 · end of year $99,042,270

  • 25 · Other liabilities

    beginning of year $1,992,501 · end of year $1,189,839

  • 27 · Net assets without donor restrictions

    beginning of year $29,453,915 · end of year $41,006,139

  • 28 · Net assets with donor restrictions

    beginning of year $25,869,630 · end of year $20,921,088

Mission and programs · 2022

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 RESIDENTS AT ITS FOUR LIFE PLAN COMMUNITIES IN VIRGINIA. THE COMMUNITIES OF PINNACLE LIVING ARE HERMITAGE RICHMOND, HERMITAGE ROANOKE, CEDARFIELD, AND WINDSORMEADE WILLIAMSBURG. 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 $57,812,557 · Grants $316,415 · Revenue $72,135,983

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Shirley M Cauffman

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Kevin W Bruny

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Hank C Coleman

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Lisa F Han

    DIRECTOR

    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

  • Christopher P Henderson

    PRESIDENT/CEO

    Total calculated
    $735,921
    From this org
    $685,515
    From related orgs
    $0
    Other
    $50,406
    Hours/week
    25 + 15 related

    Schedule J breakdown matched by us

    Base
    $497,931
    Bonus
    $183,277
    Other
    $4,307
    Deferred
    $22,220
    Nontaxable benefits
    $28,186
    Filer's total
    $735,921

  • Kevin L Salminen

    CHIEF FINANCIAL OFFICER

    Total calculated
    $388,342
    From this org
    $337,176
    From related orgs
    $0
    Other
    $51,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,542
    Bonus
    $39,544
    Other
    $90
    Deferred
    $41,000
    Nontaxable benefits
    $10,166
    Filer's total
    $388,342

  • Daniel Nimon

    CHIEF OPERATING OFFICER

    Total calculated
    $413,199
    From this org
    $355,690
    From related orgs
    $0
    Other
    $57,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $308,792
    Bonus
    $43,165
    Other
    $3,733
    Deferred
    $24,400
    Nontaxable benefits
    $33,109
    Filer's total
    $413,199

  • Michael Shaw

    VICE PRESIDENT LIFE PLAN C

    Total calculated
    $340,570
    From this org
    $289,773
    From related orgs
    $0
    Other
    $50,797
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,204
    Bonus
    $39,975
    Other
    $2,594
    Deferred
    $27,000
    Nontaxable benefits
    $23,797
    Filer's total
    $340,570

  • Richard D Bottone

    VICE PRESIDENT ADMINISTRAT

    Total calculated
    $309,576
    From this org
    $254,036
    From related orgs
    $0
    Other
    $55,540
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,851
    Bonus
    $39,262
    Other
    $1,923
    Deferred
    $27,000
    Nontaxable benefits
    $28,540
    Filer's total
    $309,576

  • Amy Chapman

    EXECUTIVE DIRECTOR

    Total calculated
    $226,733
    From this org
    $198,061
    From related orgs
    $0
    Other
    $28,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,369
    Bonus
    $21,554
    Other
    $138
    Deferred
    $19,821
    Nontaxable benefits
    $8,851
    Filer's total
    $226,733

  • Laura Jones

    VICE PRESIDENT SALES & MARKETING

    Total calculated
    $229,888
    From this org
    $196,945
    From related orgs
    $0
    Other
    $32,943
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,386
    Bonus
    $32,132
    Other
    $1,427
    Deferred
    $6,430
    Nontaxable benefits
    $26,513
    Filer's total
    $229,888

  • James Stovall

    EXECUTIVE DIRECTOR

    Total calculated
    $197,989
    From this org
    $175,416
    From related orgs
    $0
    Other
    $22,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,043
    Bonus
    $19,319
    Other
    $54
    Deferred
    $8,865
    Nontaxable benefits
    $13,708
    Filer's total
    $197,989

  • Jean Paul Gregg

    EXECUTIVE DIRECTOR

    Total calculated
    $306,462
    From this org
    $247,578
    From related orgs
    $0
    Other
    $58,884
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,066
    Bonus
    $64,254
    Other
    $258
    Deferred
    $24,405
    Nontaxable benefits
    $34,479
    Filer's total
    $306,462

  • Mark Collins

    DIRECTOR INFORMATION TECHN

    Total calculated
    $226,542
    From this org
    $170,867
    From related orgs
    $0
    Other
    $55,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,645
    Bonus
    $16,778
    Other
    $3,444
    Deferred
    $17,063
    Nontaxable benefits
    $38,612
    Filer's total
    $226,542

  • Martha Ensley Stokes

    DIRECTOR CHURCH AND COMMUN

    Total calculated
    $180,763
    From this org
    $151,433
    From related orgs
    $0
    Other
    $29,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,488
    Bonus
    $14,549
    Other
    $396
    Deferred
    $17,068
    Nontaxable benefits
    $12,262
    Filer's total
    $180,763

  • James W Green

    SENIOR DIRECTOR COMMUNITY FINANCE & ACCOUNTING

    Total calculated
    $158,342
    From this org
    $145,762
    From related orgs
    $0
    Other
    $12,580
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,029
    Bonus
    $8,733
    Other
    $0
    Deferred
    $3,010
    Nontaxable benefits
    $9,570
    Filer's total
    $158,342

  • Aina Ogunware

    H&N NURSE LPN

    Total calculated
    $182,653
    From this org
    $155,653
    From related orgs
    $0
    Other
    $27,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,953
    Bonus
    $13,700
    Other
    $0
    Deferred
    $27,000
    Nontaxable benefits
    $0
    Filer's total
    $182,653

  • Scott Overstreet

    ASSOCIATE EXECUTIVE DIRECTOR II

    Total calculated
    $143,185
    From this org
    $133,129
    From related orgs
    $0
    Other
    $10,056
    Hours/week
    40

  • Daniel C Oetzel

    FORMER CHIEF OPERATING OFFICER

    Total calculated
    $140,939
    From this org
    $131,702
    From related orgs
    $0
    Other
    $9,237
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $96,268
    Bonus
    $34,936
    Other
    $498
    Deferred
    $8,863
    Nontaxable benefits
    $374
    Filer's total
    $140,939

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 · 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
2022
Filed
9 October 2023
IRS schema version
2022v5.0
Source object
202322849349302012

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