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UVA CATON MERCHANT HOUSE ASSISTED LIVING

EIN 54-1291284 MANASSAS, VA

Revenue 2023
$207,991
Expenses 2023
$933,800

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
P20
Classification
1000
Street
8700 SUDLEY RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • KIRSTEN GREEN MD

    TRUSTEE

    Total calculated
    $1,039,460
    From this org
    $0
    From related orgs
    $980,161
    Other
    $59,299
    Hours/week
    0.2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $763,203 related
    Bonus
    $0 + $154,280 related
    Other
    $0 + $62,678 related
    Deferred
    $0 + $27,180 related
    Nontaxable benefits
    $0 + $32,119 related
    Filer's total
    $0 + $1,039,460 related
  • MARY FRANCES SOUTHERLAND

    INTERIM SECRETARY/TRUSTEE

    Total calculated
    $522,666
    From this org
    $0
    From related orgs
    $480,964
    Other
    $41,702
    Hours/week
    0.2 + 50.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,540 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $424 related
    Deferred
    $0 + $22,730 related
    Nontaxable benefits
    $0 + $18,972 related
    Filer's total
    $0 + $522,666 related
  • CHRIS HEATON MD

    TRUSTEE - UCB/TRUSTEE INC

    Total calculated
    $502,810
    From this org
    $0
    From related orgs
    $445,044
    Other
    $57,766
    Hours/week
    0.2 + 45.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,454 related
    Bonus
    $0 + $12,115 related
    Other
    $0 + $105,475 related
    Deferred
    $0 + $18,985 related
    Nontaxable benefits
    $0 + $38,781 related
    Filer's total
    $0 + $502,810 related
  • STEVE DANZIGER

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 1 related
  • CHARLES BARRELL

    VICE CHAIR (THRU 11/2023)

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related
  • RICHARD HARRINGTON

    SECRETARY/VICE CHAIR (AS OF 02/2024)

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related
  • STEPHEN NELSON

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related
  • LISA ANN PEACOCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related
  • MATTHEW GUILFOYLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related
  • PAM KINCHELOE RN JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related
  • JACQUELINE KRICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related
  • MICHELLE METZGAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related
  • VIPUL PARIKH MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related
  • ERIK SHANNON

    CEO (UVACH SYSTEM)

    Total calculated
    $1,051,706
    From this org
    $0
    From related orgs
    $715,381
    Other
    $336,325
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $712,593 related
    Bonus
    $0
    Other
    $0 + $2,788 related
    Deferred
    $0 + $298,688 related
    Nontaxable benefits
    $0 + $37,637 related
    Filer's total
    $0 + $1,051,706 related
  • AMANDA DICKINSON

    CATON ADMIN./EXEC DIR. (THRU 09/23)

    Total calculated
    $197,880
    From this org
    $118,240
    From related orgs
    $67,744
    Other
    $11,896
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $118,240 + $45,685 related
    Bonus
    $0 + $22,059 related
    Other
    $0
    Deferred
    $7,086 + $2,741 related
    Nontaxable benefits
    $1,481 + $588 related
    Filer's total
    $126,807 + $71,073 related
  • CHARLES CODER

    CFO (UVACH SYSTEM)

    Total calculated
    $543,664
    From this org
    $0
    From related orgs
    $491,371
    Other
    $52,293
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $371,199 related
    Bonus
    $0 + $78,116 related
    Other
    $0 + $42,056 related
    Deferred
    $0 + $15,797 related
    Nontaxable benefits
    $0 + $36,496 related
    Filer's total
    $0 + $543,664 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 — 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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $207,991
    Expenses
    $933,800
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $1,583,473
    Expenses
    $2,188,011
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $3,065,652
    Expenses
    $4,146,997
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2023 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.