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Nonprofiteer
← FOX RUN VILLAGE INC

Form 990 for tax year 2022

Filed by FOX RUN VILLAGE INC.

Totals

Total revenue
$75,521,604
Total expenses
$82,952,471
Contributions and grants received
$2,368,032
Grants paid
$356,416
Program service revenue
$60,345,221
Investment income
$12,385,382
Other revenue
$422,969
Total assets, end of year
$456,133,389
Total liabilities, end of year
$498,531,885
Net assets or fund balances, end of year
-$42,398,496
Program services expenses (Part IX)
$70,813,821
Management and general expenses
$12,030,055
Fundraising expenses
$108,595
Program service expenses (Part III)
$70,813,821

Program services were 85.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • FREDICK W HAAS

    DIRECTOR (THRU 3/31/22)

    Total calculated
    $37,500
    From this org
    $0
    From related orgs
    $37,500
    Other
    $0
    Hours/week
    0.1 + 15.3 related

  • JAMES P HAYES

    DIRECTOR (THRU 3/31/22)

    Total calculated
    $38,125
    From this org
    $0
    From related orgs
    $38,125
    Other
    $0
    Hours/week
    0.1 + 8.4 related

  • C JACKSON BAIN

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 6.6 related

  • BARBARA C BISGAIER

    DIRECTOR

    Total calculated
    $110,000
    From this org
    $0
    From related orgs
    $110,000
    Other
    $0
    Hours/week
    0.1 + 9.5 related

  • MARY D COLINS

    SECRETARY

    Total calculated
    $150,000
    From this org
    $0
    From related orgs
    $150,000
    Other
    $0
    Hours/week
    0.1 + 7.7 related

  • EILEEN G ERSTAD

    VICE CHAIR & VP/TREASURER

    Total calculated
    $161,875
    From this org
    $0
    From related orgs
    $161,875
    Other
    $0
    Hours/week
    0.1 + 21.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,875 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $161,875 related

  • REV DR ZINA JACQUE

    DIRECTOR

    Total calculated
    $187,500
    From this org
    $0
    From related orgs
    $187,500
    Other
    $0
    Hours/week
    0.1 + 11 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $187,500 related

  • STEPHANIE L REEL

    DIRECTOR

    Total calculated
    $134,315
    From this org
    $0
    From related orgs
    $134,315
    Other
    $0
    Hours/week
    0.1 + 9.1 related

  • MICHAEL W ROSKIEWICZ

    PRESIDENT

    Total calculated
    $100,000
    From this org
    $0
    From related orgs
    $100,000
    Other
    $0
    Hours/week
    1 + 6.3 related

  • ARNOLD SPEERT

    DIRECTOR

    Total calculated
    $90,000
    From this org
    $0
    From related orgs
    $90,000
    Other
    $0
    Hours/week
    0.1 + 6.2 related

  • PATRICIA M BROWN

    DIRECTOR (BEG 4/1/22)

    Total calculated
    $76,833
    From this org
    $0
    From related orgs
    $76,833
    Other
    $0
    Hours/week
    0.1 + 7.1 related

  • PAMELA D PAULK

    DIRECTOR (BEG 4/1/22)

    Total calculated
    $76,833
    From this org
    $0
    From related orgs
    $76,833
    Other
    $0
    Hours/week
    0.1 + 6.1 related

  • MONTY C LEONARD

    DIRECTOR (BEG 4/1/22)

    Total calculated
    $76,833
    From this org
    $0
    From related orgs
    $76,833
    Other
    $0
    Hours/week
    0.1 + 10.2 related

  • NEAL GANTERT

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 6.5 related

  • CHRIS RATHMANN

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 6.5 related

  • JOHN HALL

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 6.5 related

  • MARK EMBLEY

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7.5 related

  • ASHLEY BULAT

    EXECUTIVE DIRECTOR

    Total calculated
    $238,574
    From this org
    $224,694
    From related orgs
    $0
    Other
    $13,880
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,486
    Bonus
    $40,500
    Other
    $1,708
    Deferred
    $6,381
    Nontaxable benefits
    $7,499
    Filer's total
    $238,574

  • GREGORY MEEHAN

    DIRECTOR OF FINANCE

    Total calculated
    $172,698
    From this org
    $160,723
    From related orgs
    $0
    Other
    $11,975
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,423
    Bonus
    $21,750
    Other
    $550
    Deferred
    $5,034
    Nontaxable benefits
    $6,941
    Filer's total
    $172,698

  • GEMILA BRONNER

    DIRECTOR, NURSING

    Total calculated
    $145,183
    From this org
    $141,590
    From related orgs
    $0
    Other
    $3,593
    Hours/week
    40

  • SHERI LUCIUS

    CLINICAL HEALTH CARE COUNS

    Total calculated
    $133,954
    From this org
    $133,619
    From related orgs
    $0
    Other
    $335
    Hours/week
    40

  • AMY BRENNAN

    MANAGER, SALES

    Total calculated
    $137,933
    From this org
    $132,072
    From related orgs
    $0
    Other
    $5,861
    Hours/week
    40

  • BRIAN TAYLOR

    SUPERVISOR, GROUNDS

    Total calculated
    $139,611
    From this org
    $126,357
    From related orgs
    $0
    Other
    $13,254
    Hours/week
    40

  • ROSALINDA DENINA

    LICENSED PRACTICAL NURSE

    Total calculated
    $139,431
    From this org
    $125,762
    From related orgs
    $0
    Other
    $13,669
    Hours/week
    40

  • E MICHELLE BOHREER

    FORMER PRESIDENT

    Total calculated
    $135,625
    From this org
    $0
    From related orgs
    $135,625
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $135,625 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $135,625 related

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
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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 4A
SEVERANCE PAYMENT, MICHELLE BOHREER - $135,625.
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

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

  • FAIRFAX NSC RETIREMENT COMMUNITY 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

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
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202333129349303398

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