2025-10-21T16:49:24-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2024-01-01 521368412 CULPEPER BAPTIST RETIREMENT COMMUNITY INC CULP 8045219206 3961 STILLMAN PARKWAY GLEN ALLEN VA 23060 JONATHAN COOK PRESIDENT AND CEO 8045219206 2025-10-21 1 1 KATHRINE A WARLICK P02065266 7049985200 2025-10-21 2024 2025-03-06 01:10:19Z THE CULPEPER JONATHAN COOK 3961 STILLMAN PARKWAY GLEN ALLEN VA 23060 19257592 0 1 X WWW.LIFESPIRELIVING.ORG X 1948 VA TO PROVIDE "DIGNITY IN LIVING" FOR SENIOR ADULTS WHO RESIDE IN THIS PLANNED SERVICES COMMUNITY. 17 17 0 40 0 0 260277 36208 18489510 19165860 86284 44724 10800 10800 18846871 19257592 303514 257328 0 0 9996578 11213638 0 0 0 9726413 10109354 20026505 21580320 -1179634 -2322728 65691369 62396959 83178302 82195004 -17486933 -19798045 X THE CULPEPER PROVIDES DIGNITY IN LIVING FOR SENIOR ADULTS LIVING IN OUR COMMUNITIES, SOME OF WHOM CANNOT AFFORD TO PAY THE FULL COST OF THEIR CARE. PROVIDED SERVICES INCLUDE HIGH QUALITY HOUSING, HEALTH CARE, WELLNESS PROGRAMS, AND OTHER SERVICES. WE PRACTICE SERVANT LEADERSHIP BY ATTRACTING AND RETAINING PROFESSIONAL AND CARING STAFF COMMITTED TO OUR RESIDENTS' NEEDS. WE PROVIDE EXCELLENT FACILITIES AND SERVICES WHILE EMBRACING INNOVATION THAT HONORS OUR TRADITIONAL PRACTICES. OUR FAITH-BASED, NONPROFIT, SERVICE-ORIENTED IDENTITY IN OUR MARKET AREAS SETS US APART FROM OTHER SENIOR CARE PROVIDERS, AND WE ARE INTEGRAL PARTNERS WITH A VARIETY OF CHURCHES, SCHOOLS, HUMAN SERVICE ORGANIZATIONS, AND BUSINESS ORGANIZATIONS THAT SERVE THE REGIONS WHERE WE OPERATE. WE HAVE BEEN GUIDED SINCE OUR FOUNDING BY A VOLUNTEER BOARD AND PROFESSIONAL MANAGEMENT TEAM COMMITTED TO EXCELLENCE IN SERVICE TO SENIORS. 0 0 20258100 257328 19176660 WE PROVIDED BOTH RESIDENTIAL AND HEALTH CARE SERVICES TO OUR RESIDENTS, SOME OF WHOM ARE UNABLE TO COVER THE FULL COST OF THEIR CARE. WE PROVIDED $257,328 IN SUBSIDIES AND INDIGENCE ALLOWANCES TO OUR RESIDENTS IN 2024, PERTAINING TO 15 RESIDENTS. 20258100 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 42 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X X JONATHAN COOK 8045219206 3961 STILLMAN PKWY GLEN ALLEN VA 23060 REVNELSON HARRIS CHAIR 1.00 0.00 X X 0 0 0 MRSSARA L MARCHELLO VICE CHAIR 1.00 0.00 X X 0 0 0 MR MATTHEW SCOTT SECRETARY 1.00 0.00 X X 0 0 0 MR JAMES BALES TRUSTEE 1.00 0.00 X 0 0 0 MSSHARON BROOKS TRUSTEE 1.00 0.00 X 0 0 0 DRVALERIE CARTER TRUSTEE 1.00 0.00 X 0 0 0 REVDAN CARLTON TRUSTEE 1.00 0.00 X 0 0 0 MR SCOTT CAVE TRUSTEE 1.00 0.00 X 0 0 0 DRTIFFANY FRANKS TRUSTEE 1.00 0.00 X 0 0 0 MR JOHN JUNG TRUSTEE 1.00 0.00 X 0 0 0 MR ARNIE OWENS TRUSTEE 1.00 0.00 X 0 0 0 DRPAM PARSONS TRUSTEE 1.00 0.00 X 0 0 0 JIM POATS TRUSTEE 1.00 0.00 X 0 0 0 MR JOHN POMA TRUSTEE 1.00 0.00 X 0 0 0 SUSAN RUCKER TRUSTEE 1.00 0.00 X 0 0 0 GARY THOMSON TRUSTEE 1.00 0.00 X 0 0 0 JIM VAUGHT TRUSTEE 1.00 0.00 X 0 0 0 JONATHAN COOK PRESIDENT & CEO 1.00 39.00 X 0 711925 48553 LISA LEGEER CSO 1.00 39.00 X 0 347887 57588 TRACEY JENNINGS COO 1.00 39.00 X 0 394404 45574 CHRIS MARKWITH CFO (THUR FEB 2024) 1.00 39.00 X 0 143720 12587 ERIK MAURITSEN CFO (AS OF MAY 2024) 1.00 39.00 X 0 160145 24428 JOHN P ROBINSON CHIEF MARKETING OFFICER 1.00 39.00 X 0 273378 66084 JAMES JACOBSEN EXECUTIVE DIRECTOR 40.00 0.00 X 194589 0 65113 LINDA FEAGAN DIRECTOR OF NURING 40.00 0.00 X 128961 0 33913 ROSE ERVIN DIRECTOR OF SALES AND MARK 40.00 0.00 X 107799 0 24009 BRANDI CHURCH REGISTERED NURSE 40.00 0.00 X 106058 0 10886 BETHANY STARKIE ASSISTED LIVING ADMINISTRA 40.00 0.00 X 111417 0 2129 PATRICIA SUPERNAUGH REGISTERED NURSE 40.00 0.00 X 102379 0 18777 751203 2031459 409641 6 0 1 0 SYSCO FOOD 5081 SOUTH VALLEY PIKE HARRISONBURG VA 22801 FOOD SERVICE 663981 SELECT REHAB PO BOX 71985 CHICAGO IL 60694 THERAPY PROVIDER 636226 PRIME TIME HEALTHCARE PO BOX 3544 OMAHA NE 68103 HEALTHCARE SATFFING 271761 REMEDI SENIOR CARE OF VIRGINIA PO BOX 715700 PHILADELPHIA PA 19171 PRESCRIPTION/MEDICINE PROVIDER 197563 MEADOW SPRING LANDSCAPING PO BOX 846 MADISON VA 22727 MAINTENANCE CONTRACTOR 174658 9 36208 36208 RESIDENTIAL SERVICES 623000 12243305 12243305 HEALTH CARE SERVICES 623000 6634742 6634742 ADMINISTRATIVE FEE INC 623000 34680 34680 253133 253133 19165860 44724 44724 10800 0 10800 10800 10800 19257592 19176660 0 44724 257328 257328 259702 259702 9141283 8611719 529564 170401 148294 22107 976342 870233 106109 665910 599972 65938 1563192 1536391 26801 142293 142293 200605 200605 6291 6291 2076307 2076307 27892 27892 35956 32396 3560 2045793 2045793 2062369 2062369 202668 202668 DIETARY SUPPLIES 893425 893425 PROGRAM SUPPLIES 562303 562303 DUES AND SUBSCRIPTIONS 164154 147900 16254 REPAIRS AND MAINTENACNE 63832 57511 6321 62274 62274 21580320 20258100 1322220 0 -86304 -78954 2202995 970162 243000 173000 44644 40496 65679506 12139292 55328847 53540214 333191 358543 6 6 7624990 7393492 65691369 62396959 454435 463011 55941844 54651360 26782023 27080633 83178302 82195004 X -19727669 -21769111 2240736 1971066 -17486933 -19798045 65691369 62396959 X -2322728 11616 X 0 1 X 1 0 X 1202745 1863505 1119985 260277 36208 4482720 13347086 13560325 16947834 18489510 19165860 81510615 14549831 15423830 18067819 18749787 19202068 85993335 0 0 0 85993335 1841 3675 105067 97084 55524 263191 1841 3675 105067 97084 55524 263191 14551672 15427505 18172886 18846871 19257592 86256526 0.99690 0.99690 0.00310 0.00310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 122 122 0 PART II-B, LINE 1: A PORTION OF THE ORGANIZATION'S ASSOCIATION DUES ARE ALLOCATED TO LOBBYING. 5752211 21858 5774069 5741051 11160 5752211 5611490 129561 5741051 5388249 223241 5611490 5265183 123066 5388249 0.00000 0.80136 0.19864 0 1 1 43647 43647 60466906 10227058 50239848 1200556 911562 288994 3968397 1000672 2967725 53540214 DUE FROM AFFILIATES 7041459 DEPOSITS AND OTHER 1092 ASSETS WHOSE USE IS LIMITED 350941 7393492 DEFERRED ENTRANCE FEES 12711261 DUE TO AFFILIATES 14369372 27080633 X PART V, LINE 4: VIRGINIA BAPTIST HOMES FOUNDATION, INC., A RELATED ORGANIZATION, HOLDS AND ADMINISTERS ENDOWMENTS FOR ALL OF THE RELATED ORGANIZATIONS LISTED IN SCHEDULE R. THE ENDOWMENTS ARE TO BE USED TOWARDS THE CONTINUATION OF RESIDENT SERVICES. THE AMOUNTS SHOWN IN PART V REPRESENT THE AGGREGATE BALANCE OF THE DONOR-RESTRICTED ASSETS HELD BY THE FOUNDATION ON BEHALF OF ALL RELATED ORGANIZATIONS. PART X, LINE 2: THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE ORGANIZATION ADOPTED ACCOUNTING GUIDANCE REGARDING RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. 1 BENEVOLENCE 15 257328 PART I, LINE 2: THE ORGANIZATION GRANTS ASSISTANCE TOWARDS MONTHLY FEES THROUGH A FINANCIAL AID APPLICATION PROCESS. GRANTS ARE AWARDED IN THE FORM OF A REDUCTION OF RESIDENT MONTHLY FEES. 0 1 0 1 1 0 0 0 0 JONATHAN COOK PRESIDENT & CEO 0 477238 0 234687 0 0 0 39604 0 8949 0 760478 0 0 TRACEY JENNINGS COO 0 314303 0 80101 0 0 0 33421 0 12153 0 439978 0 0 LISA LEGEER CSO 0 273949 0 73938 0 0 0 44114 0 13474 0 405475 0 0 JOHN P ROBINSON CHIEF MARKETING OFFICER 0 192127 0 81251 0 0 0 34117 0 31967 0 339462 0 0 JAMES JACOBSEN EXECUTIVE DIRECTOR 167854 0 26735 0 0 0 38535 0 26578 0 259702 0 0 0 ERIK MAURITSEN CFO (AS OF MAY 2024) 0 160145 0 0 0 0 0 15561 0 8867 0 184573 0 0 LINDA FEAGAN DIRECTOR OF NURING 126501 0 2460 0 0 0 21935 0 11978 0 162874 0 0 0 CHRIS MARKWITH CFO (THUR FEB 2024) 0 143720 0 0 0 0 0 5956 0 6631 0 156307 0 0 PART I, LINE 3 THE COMPENSATION OF THE ORGANIZATION'S CEO, OFFICERS AND KEY EMPLOYEES IS SET BY THE BOARD OF TRUSTEES OF A RELATED ORGANIZATION, AFTER DELIBERATION, INCLUDING REVIEW OF THE "CHIEF EXECUTIVE OF MULTI-FACILITY ORGANIZATIONS COMPENSATION REPORT AND OTHER SENIOR LIVING INDUSTRY COMPARABILITY REPORTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. PART I, LINE 4B J COOK SERP $76,153 PART I, LINE 5 EFFECTIVE IN 2016, THE BOARD OF TRUSTEES IMPLEMENTED AN INCENTIVE COMPENSATION PLAN BASE OF SEVERAL SPECIFIED FACTORS, ONE OF WHICH IS ADJUSTED NET OPERATING MARGIN. A EDA OF NEWPORT NEWS 521290859 65225PAM8 2016-10-12 91459243 TO REFUND 2006 TAX-EXEMPT BONDS 0 0 1 B VIRGINIA SMALL BUSINESS FINANCING AUTHORITY 541300845 NONEAVAIL 2021-08-18 77875000 REFINANCE 2017A AND 2017B BONDS, PURCHASE OF THE SUMMIT, OTHER CAPITAL EXP. 0 0 1 A 869648 2429479 167290 37438 2224751 1 0 1 1 B 3437837 50099675 895239 3732832 45471604 1 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 1 1 1 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 PART II, LINE 3, COLUMN B THE 2021 BOND ISSUE APPLIES TO MULTIPLE RELATED ORGANIZATIONS. THE AMOUNT REPORTED ON LINE 3 IS THE PORTION OF THE TOTAL BOND PROCEEDS ISSUED THAT ARE ATTRIBUTABLE TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 VIRGINIA BAPTIST HOMES, INC. IS THE SOLE MEMBER OF CULPEPER BAPTIST RETIREMENT COMMUNITY, INC. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THIS FORM 990 IS REVIEWED IN DETAIL BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER, AND CONTROLLER, IN CONSULTATION AS NECESSARY WITH THE ORGANIZATION'S AUDIT/ACCOUNTING FIRM AND PREPARER. FOLLOWING THE INTERNAL REVIEW, THE 990 IS SENT TO THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW, AND THE FULL BOARD IS NOTIFIED THAT THE RETURN IS AVAILABLE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND THE VIRGINIA BAPTIST HOMES, INC. COMPLIANCE OFFICER MONITOR AND ENFORCE THE CONFLICT OF INTEREST POLICY, IN ACCORDANCE WITH THE VBH CORPORATE COMPLIANCE PROGRAM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S CEO, OFFICERS AND KEY EMPLOYEES IS SET BY THE BOARD OF TRUSTEES OF A RELATED ORGANIZATION, AFTER DELIBERATION, INCLUDING REVIEW OF THE "CHIEF EXECUTIVE OF MULTI-FACILITY ORGANIZATIONS COMPENSATION REPORT AND OTHER SENIOR LIVING INDUSTRY COMPARABILITY REPORTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND ASSOCIATED MATERIALS ARE MADE AVAILABLE AT, OR BY REQUEST TO, EITHER THE BUSINESS' LOCATION OR THE HEADQUARTERS OF VIRGINIA BAPTIST HOMES, INC. THE FORM 990 MAY ALSO BE VIEWED ON CERTAIN THIRD PARTY WEB SITES. FORM 990, PART XI, LINE 9: CHANGE IN PRESENT VALUE OF PERPETUAL TRUSTS 25,352. RESTRICTED CONTRIBUTION TO NET ASSETS -13,736. VIRGINIA BAPTIST HOMES INC 1900 LAUDERDALE DR RICHMOND VA 23238 540534405 SENIOR LIVING COMMUNITY VA 501(C)(3) LINE 12A, I N/A 0 VIRGINIA BAPTIST HOMES FOUNDATION INC 1900 LAUDERDALE DR RICHMOND VA 23238 521373103 SUPPORT FOR VBH NONPROFITS VA 501(C)(3) LINE 12B, II N/A 0 NEWPORT NEWS BAPTIST RETIREMENT COMMUNITY INC 955 HARPERVILLE RD NEWPORT NEWS VA 23601 521368408 SENIOR LIVING COMMUNITY VA 501(C)(3) LINE 10 N/A 0 LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC 1900 LAUDERDALE DR RICHMOND VA 23238 521368410 SENIOR LIVING COMMUNITY VA 501(C)(3) LINE 10 N/A 0 THE GLEBE INC 200 THE GLEBE BLVD DALEVILLE VA 24083 541917966 SENIOR LIVING COMMUNITY VA 501(C)(3) LINE 10 N/A 0 LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC 1300 ENTERPRISE DR LYNCHBURG VA 24502 871532163 SENIOR LIVING COMMUNITY VA 501(C)(3) LINE 10 N/A 0 VBH CAPGRO INC 3961 STILLMAN PARKWAY GLEN ALLEN VA 23060 994277603 HOLDING COMPANY VA 501(C)(3) LINE 12B, II N/A 0 0 0 0 1 1 0 0 0 0 0 1 0 1 1 0 1 0 0 0