2023-10-11T15:32:18-05:00 2023-05-31 540504608 BROWN EDWARDS & COMPANY LLP 4951 LAKE BROOK DRIVE SUITE 375 GLEN ALLEN VA 23060 990 2022-06-01 300173798 VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC VIRG 8044748700 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 CHRISTOPHER P HENDERSON PRESIDENT 8044748700 2023-10-09 1 CHRISTOPHER HENDERSON 999009999 0 MARK W TUCK CPA P00074594 8042826000 2023-10-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WINDSORMEADE WILLIAMSBURG CHRISTOPHER P HENDERSON 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 22070539 0 X WWW.WINDSORMEADE.ORG X 2003 VA ENRICHING LIFE'S JOURNEY 5 4 289 39 0 0 79885 48051 20224342 21568402 533 454086 0 0 20304760 22070539 0 0 0 0 7925859 9179176 0 0 0 26066273 14691318 33992132 23870494 -13687372 -1799955 113921378 113797402 140162621 141094809 -26241243 -27297407 X ENRICHING LIFE'S JOURNEY BY PROVIDING HOUSING, HEALTH CARE AND RELATED SERVICES FOR SENIORS. 0 0 20864552 21568402 WINDSORMEADE WILLIAMSBURG HAS BEEN PROVIDING HOUSING, HEALTH SERVICES AND FINANCIAL SECURITY TO RESIDENTS AT ITS LIFE PLAN COMMUNITY IN WILLIAMSBURG, VA SINCE 2007. WINDSORMEADE WILLIAMSBURG WAS ESTABLISHED AS A COOPERATIVE EFFORT WITH VIRGINIA UNITED METHODIST HOMES, INC., DOING BUSINESS AS PINNACLE LIVING, A RELATED TAX-EXEMPT ORGANIZATION WHICH WAS FOUNDED IN 1947. PINNACLE LIVING OWNS AND OPERATES FOUR LIFE PLAN COMMUNITIES IN VIRGINIA. IN ADDITION TO WINDSORMEADE WILLIAMSBURG, THE COMMUNITIES OF PINNACLE LIVING ARE HERMITAGE RICHMOND, HERMITAGE ROANOKE, AND CEDARFIELD. TOGETHER WITH ITS RELATED ORGANIZATION, PINNACLE LIVING, WINDSORMEADE WILLIAMSBURG 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 AND WINDSORMEADE WILLIAMSBURG HAVE BUILT A LONGSTANDING REPUTATION OF PROVIDING EXCELLENT, COMPASSIONATE SUPPORT AND SERVICES IN A FAITH-BASED ENVIRONMENT. WINDSORMEADE WILLIAMSBURG 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. WINDSORMEADE WILLIAMSBURG 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, WINDSORMEADE WILLIAMSBURG PARTICIPATES IN THE SAMARITAN PROGRAM FOR BENEVOLENT CARE ESTABLISHED BY PINNACLE LIVING. 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. WINDSORMEADE WILLIAMSBURG 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. 20864552 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 44 0 1 289 1 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CORPORATE OFFICERS 8044748700 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 ELIZABETH P MCCORMICK DIRECTOR 1.00 X 0 0 0 HARVEY L BRYANT DIRECTOR 1.00 X 0 0 0 PHILIP ALSUP DIRECTOR 1.00 X 0 0 0 CHRISTOPHER P HENDERSON PRESIDENT 14.00 26.00 X X 0 685515 50406 ANDREA M STASKIEL EXECUTIVE DIRECTOR 40.00 X 260107 0 18539 LORI KAISAND ADMIN OF HEALTH SERVICES 40.00 X 114111 0 14421 TAMMY JOHNSON CANDIA DIRECTOR OF NURSING 40.00 X 116864 0 9798 STEVEN NELSON DIRECTOR OF MAINT ENGINEERING & SUPP SVCS 40.00 X 118582 0 11217 609664 685515 104381 4 0 1 0 WILLIAMSBURG HOME PAINTING LLC 4039 IRONBOUND ROAD WILLIAMSBURG VA 23188 CONTRACTOR 491251 JAMES RIVER GROUNDS MANAGEMENT LLC 11008 WASHINGTON HIGHWAY GLEN ALLEN VA 23059 GROUNDS MANAGEMENT 247626 MADISON & MAIN LLC 101 EAST CARY STREET RICHMOND VA 23219 CONTRACTOR 185313 ALL PROFESSIONAL SERVICES LLC 16 WEDGEWOOD DR NEWPORT NEWS VA 23601 CONTRACTOR 131090 4 48051 48051 FEES FROM RESIDENTS 623000 20420612 20420612 OTHER OPERATING REVENUE 623000 716745 716745 ANCILLARY SERVICE REVENUE 623000 431045 431045 21568402 454086 454086 22070539 21568402 0 454086 X 253608 253608 7413419 7056097 357322 318791 315813 2978 648298 607580 40718 545060 507262 37798 28668 28668 3647110 1592200 2054910 183300 183300 245711 179456 66255 361056 355091 5965 946972 946972 10052 6441 3611 83965 20146 63819 1958014 1958014 3975448 3975448 348342 348342 DIETARY COSTS 1213206 1186521 26685 LICENSES & TAXES 685054 680279 4775 REPAIRS & MAINTENANCE 603311 595106 8205 RECRUITMENT & RETENTION 165845 126013 39832 235264 224471 10793 23870494 20864552 3005942 0 1000 1000 16431221 3089965 1072658 2506068 50112 89821 138456332 50962172 88202877 87494160 6164995 17384179 1998515 3232209 113921378 113797402 7363328 2306013 73215503 79975698 242637 685220 58547561 56711237 793592 1416641 140162621 141094809 X -26410534 -27507022 169291 209615 -26241243 -27297407 113921378 113797402 -1799955 743791 0 X 0 1 X 1 0 X 53492 10849 18676 79884 48051 210952 16476532 18959811 21599860 20224343 21568402 98828948 16530024 18970660 21618536 20304227 21616453 99039900 0 0 0 99039900 79087 64444 486 533 454086 598636 79087 64444 486 533 454086 598636 16609111 19035104 21619022 20304760 22070539 99638536 0.99400 0.99820 0.00600 0.00180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5308592 5308592 126855520 48036777 78818743 3698093 2925395 772698 2594127 2594127 87494160 DUE TO AFFILIATE 1375069 OTHER LIABILITIES 41572 1416641 X 22814330 743791 743791 22070539 0 22070539 23870494 0 23870494 0 23870494 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS DEPOSITS FOR PROSPECTIVE RESIDENTS UNTIL THEY ARE ACCEPTED FOR RESIDENCY IN THE COMMUNITY. PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE COMBINED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE TAXING AUTHORITIES FOR YEARS ENDING BEFORE MAY 31, 2020. X X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER P HENDERSON PRESIDENT 0 497931 0 183277 0 4307 0 22220 0 28186 0 735921 0 0 ANDREA M STASKIEL EXECUTIVE DIRECTOR 214576 0 45531 0 0 0 15038 0 3501 0 278646 0 0 0 A EDA OF JAMES CITY COUNTY VIRGINIA 541139263 47029WDR5 2021-08-31 28898667 SEE PART VI 0 0 0 A 28898667 2419291 563836 22913649 3001890 1 0 0 1 A 0 1 1 1 0 0.00500 0.00500 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 PART I, A, (F) DESCRIPTION OF PURPOSE: REFUND THE ECONOMIC DEVELOPMENT AUTHORITY OF JAMES CITY COUNTY, VIRGINIA RESIDENTIAL CARE FACILITY REVENUE BONDS (VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG, INC.), SERIES 2013A (SUBORDINATE) AND SERIES 2013B ISSUED ON 5/31/2013 AND RESIDENTIAL CARE FACILITY REVENUE BOND (VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG) SERIES 2016 ISSUED ON 09/29/2016; RENOVATE AND EQUIP THE WINDSORMEADE COMMUNITY THIS SCHEDULE K COMPLETED FOR YEAR ENDED 5/31/2023 FORM 990, PART VI, SECTION A, LINE 6 VIRGINIA UNITED METHODIST HOMES, INC. DOING BUSINESS AS PINNACLE LIVING, A VIRGINIA NON-STOCK, CHARITABLE CORPORATION, IS THE SOLE VOTING MEMBER OF VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG, INC. DOING BUSINESS AS WINDSORMEADE WILLIAMSBURG. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF WINDSORMEADE WILLIAMSBURG, PINNACLE LIVING, SHALL ELECT THE BOARD OF DIRECTORS OF WINDSORMEADE WILLIAMSBURG. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF WINDSORMEADE WILLIAMSBURG, PINNACLE LIVING, SHALL: (I) APPROVE ANY AMENDMENTS TO THE WINDSORMEADE WILLIAMSBURG ARTICLES OF INCORPORATION; (II) APPROVE THE BY-LAWS AND ANY AMENDMENTS TO THE BY-LAWS OF THE CORPORATION; (III) APPROVE THE OFFICERS OF THE CORPORATION SELECTED BY THE WINDSORMEADE WILLIAMSBURG BOARD OF DIRECTORS; (IV) APPROVE THE ANNUAL BUDGET OF THE CORPORATION; (V) APPROVE THE SALE OF ANY SIGNIFICANT ASSETS OF THE CORPORATION; (VI) APPROVE THE INCURRING OF DEBT BY THE CORPORATION IN EXCESS OF 10% OF THE GROSS VALUE OF THE CORPORATION'S ASSETS; (VII) APPROVE THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION; AND (VIII) REMOVE DIRECTORS AND APPOINT REPLACEMENT FOR ANY VACANCY ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B CONSISTENT WITH THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BY-LAWS AND PINNACLE LIVING AUDIT COMMITTEE GUIDELINES, A COPY OF THE FORM 990 WAS PRESENTED TO THE PINNACLE LIVING AUDIT COMMITTEE, AS WELL AS ALL MEMBERS OF THE WINSORMEADE GOVERNING BOARD AND THE PINNACLE LIVING GOVERNING BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS SIGN A SWORN DISCLOSURE STATEMENT ANNUALLY. THE INFORMATION STATED IN THE SWORN DISCLOSURE STATEMENT IS INCLUDED IN THE WINDSORMEADE WILLIAMSBURG ANNUAL DISCLOSURE STATEMENT FILED WITH THE VIRGINIA STATE CORPORATION COMMISSION BY SEPTEMBER 30 OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 WINDSORMEADE WILLIAMSBURG USES A HUMAN RESOURCES CONSULTANT TO COMPARE POSITIONS TO LIKE POSITIONS IN THE MARKET. THE MARKET ANALYSIS METHODOLOGY DEFINES THE MARKET PLACE BASED ON COMPENSATION PHILOSOPHY (I.E. LIFE PLAN COMMUNITIES, HEALTH CARE, HOSPITALITY AND NON-PROFIT ORGANIZATIONS). THE REGIONAL MARKET INCLUDES METRO AREAS, VIRGINIA STATEWIDE AND SOUTH ATLANTIC STATES. MARKET DATA IS COLLECTED FROM NUMEROUS SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 WINDSORMEADE WILLIAMSBURG'S ARTICLES OF INCORPORATION ARE ON FILE WITH THE STATE CORPORATION COMMISSION OF VIRGINIA AND AVAILABLE TO THE PUBLIC ON REQUEST. WINDSORMEADE WILLIAMSBURG'S CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. WINDSORMEADE WILLIAMSBURG'S AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN ITS ANNUAL DISCLOSURE STATEMENT FILED WITH THE STATE CORPORATION COMMISSION. THAT DISCLOSURE STATEMENT IS MADE AVAILABLE TO THE PUBLIC BY THE SCC WEBSITE AND BY WINDSORMEADE TO ALL WINDSORMEADE WILLIAMSBURG RESIDENTS, PROSPECTIVE RESIDENTS, AND TO THE PUBLIC UPON REQUEST. IN ADDITION, WINDSORMEADE WILLIAMSBURG'S FINANCIAL INFORMATION IS MADE AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 139,519. MANAGEMENT AND GENERAL EXPENSES 12,751. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,270. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 965,322. MANAGEMENT AND GENERAL EXPENSES 2,042,159. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,007,481. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 487,359. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 487,359. VIRGINIA UNITED METHODIST HOMES INC 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 540720603 LIFE PLAN COMMUNITIES VA 501(C)(3) LINE 10 0 HERMITAGE CAPITAL AND RESERVE CORPORATION 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 462641284 SUPPORTING PINNACLE LIVING AND WINDSORMEADE WILLIAMSBURG VA 501(C)(3) LINE 12A, I VIRGINIA UNITED METHODIST HOMES INC 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0