2024-12-17T10:13:53-06:00 2024-05-31 540504608 BROWN EDWARDS & COMPANY LLP 4951 LAKE BROOK DRIVE SUITE 375 GLEN ALLEN VA 23060 990 2023-06-01 300173798 VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC VIRG 8044748700 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 CHRISTOPHER P HENDERSON PRESIDENT 8044748700 2024-12-13 1 0 MARK W TUCK CPA P00074594 8042826000 2024-12-13 2023 2024-10-15 13:58:12Z WINDSORMEADE WILLIAMSBURG CHRISTOPHER P HENDERSON 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 24857004 0 X WWW.WINDSORMEADE.ORG X 2003 VA ENRICHING LIFE'S JOURNEY 5 4 258 38 0 0 48051 70457 21568402 23878684 454086 907863 0 0 22070539 24857004 0 0 0 0 9179176 10202534 0 0 0 14691318 14628837 23870494 24831371 -1799955 25633 113797402 107206944 141094809 134337449 -27297407 -27130505 X ENRICHING LIFE'S JOURNEY BY PROVIDING HOUSING, HEALTH CARE AND RELATED SERVICES FOR SENIORS. 0 0 21662469 23878684 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 OPERATES FOUR LIFE PLAN COMMUNITIES IN VIRGINIA AND TWO ASSISTED LIVING COMMUNITIES. IN ADDITION TO WINDSORMEADE WILLIAMSBURG, THE COMMUNITIES OF PINNACLE LIVING ARE HERMITAGE RICHMOND, HERMITAGE ROANOKE, CEDARFIELD, HERMITAGE DEEP RUN, AND HERMITAGE THREE CHOPT. TOGETHER WITH ITS AFFILIATED 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. 21662469 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 69 0 1 258 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 702336 71192 REV CLARK CUNDIFF DIRECTOR 1.00 X 0 0 0 ANDREA M STASKIEL EXECUTIVE DIRECTOR 40.00 X 259527 0 28674 LORI KAISAND CHARGE NURSE RN 40.00 X 137996 0 29544 TAMMY JOHNSON-CANDIA DIRECTOR - HEALTH SERVICES 40.00 X 128259 0 21779 STEVEN NELSON DIRECTOR - MAINT ENGINEER 40.00 X 135240 0 44355 LYDIA EARHART WAGONER DIRECTOR - SALES/MARKETING 40.00 X 120075 0 27683 KESHA NOWELL DIRECTOR - BUSINESS OFFICE 40.00 X 114111 0 15854 895208 702336 239081 6 0 1 0 WILLIAMSBURG HOME PAINTING LLC 140-A TEWNING RD WILLIAMSBURG VA 23188 PAINTING CONTRACTOR 1022011 ALL PROFESSIONAL SERVICES LLC 16 WEDGEWOOD DRIVE NEWPORT NEWS VA 236011124 CONTRACTOR 412321 SHEPHERD SECURITY SERVICES 105 BULIFANTS BOULEVARD SUITE C WILLIAMSBURG VA 23188 SECURITY 379289 HEALTHPRO HERITAGE LLC 536 OLD HOWELL ROAD GREENVILLE SC 29615 PHYSICAL THERAPY 373110 JAMES RIVER GROUNDS MANAGEMENT LLC 11008 WASHINGTON HIGHWAY GLEN ALLEN VA 23059 LANDSCAPING 190966 8 70457 70457 FEES FROM RESIDENTS 623000 23150535 23150535 ANCILLARY SERVICE REVENUE 623000 427199 427199 OTHER OPERATING REVENUE 623000 300950 300950 23878684 907863 907863 24857004 23878684 0 907863 X 293067 293067 8248762 7862984 385778 212843 201044 11799 826099 769984 56115 621763 580020 41743 45260 45260 3719296 1621147 2098149 294694 294694 235217 170525 64692 366491 366491 939015 938600 415 21636 8411 13225 66019 17944 48075 1548499 1548499 4149121 4149121 368450 368450 DIETARY COSTS 1263132 1230901 32231 LICENSES & TAXES 685065 680431 4634 REPAIRS & MAINTENANCE 545453 543006 2447 RECRUITMENT & RETENTION 102472 38996 63476 279017 271221 7796 24831371 21662469 3168902 0 1000 1000 3089965 2292773 2506068 218791 89821 100225 141213830 55051114 87494160 86162716 17384179 14882257 3232209 3549182 113797402 107206944 2306013 1910909 79975698 75748409 685220 658946 56711237 54749913 1416641 1269272 141094809 134337449 X -27507022 -27370669 209615 240164 -27297407 -27130505 113797402 107206944 25633 141269 0 X 0 1 X 1 0 X 10849 18676 79884 48051 70457 227917 18959811 21599860 20224343 21568402 23878684 106231100 18970660 21618536 20304227 21616453 23949141 106459017 0 0 0 106459017 64444 486 533 454086 907864 1427413 64444 486 533 454086 907864 1427413 19035104 21619022 20304760 22070539 24857005 107886430 0.98680 0.99400 0.01320 0.00600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5423793 5423793 130754556 52012850 78741706 3940775 3038264 902511 1094706 1094706 86162716 DUE TO AFFILIATE 328687 OTHER LIABILITIES 940585 1269272 X 24998273 141269 141269 24857004 0 24857004 24831371 0 24831371 0 24831371 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, 2021. X X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER P HENDERSON PRESIDENT 0 511009 0 188334 0 2993 0 52500 0 18692 0 773528 0 0 ANDREA M STASKIEL EXECUTIVE DIRECTOR 218685 0 40752 0 90 0 21525 0 7149 0 288201 0 0 0 STEVEN NELSON DIRECTOR - MAINT ENGINEER 133765 0 1475 0 0 0 30000 0 14355 0 179595 0 0 0 LORI KAISAND CHARGE NURSE RN 127662 0 10334 0 0 0 15189 0 14355 0 167540 0 0 0 TAMMY JOHNSON-CANDIA DIRECTOR - HEALTH SERVICES 116741 0 11518 0 0 0 1947 0 19832 0 150038 0 0 0 A EDA OF JAMES CITY COUNTY VIRGINIA 541139263 47029WDR5 2021-08-31 28898667 SEE PART VI 0 0 0 B EDA OF JAMES CITY COUNTY VIRGINIA 541139263 000000000 2023-03-07 28765000 SEE PART VI 0 0 0 A 28898667 2419291 563836 3001890 22913649 1 0 0 1 B 945000 28765000 28765000 0 1 1 1 A 0 1 1 1 0 0.00500 0.00500 0 0 1 B 0 1 1 1 0 0.00500 0.00500 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 1 0 0 0 1 A 1 B 1 PART I, A AND B, (A) ECONOMIC DEVELOPMENT AUTHORITY OF JAMES CITY COUNTY, VIRGINIA 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 PART I, B, (F) DESCRIPTION OF PURPOSE: REFUND THE ECONOMIC DEVELOPMENT OF JAMES CITY COUNTY, VIRGINIA RESIDENTIAL CARE FACILITY REVENUE REFUNDING BOND (WINDSORMEADE), SERIES 2021B ISSUED ON AUGUST 31, 2021. THIS SCHEDULE K COMPLETED FOR YEAR ENDED 05/31/2024. 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 136,995. MANAGEMENT AND GENERAL EXPENSES 75,510. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212,505. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 927,766. MANAGEMENT AND GENERAL EXPENSES 2,022,639. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,950,405. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 556,386. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 556,386. VIRGINIA UNITED METHODIST HOMES INC 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 540720603 LIFE PLAN COMMUNITIES VA 501(C)(3) 509(A)(2) 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) 509(A)(3) TYPE 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