2026-05-04T07:17:36-05:00 2025-06-30 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2024-07-01 582631622 CATHOLIC CONTINUING CARE RETIREMENT COMMUNITIES INC CATH 4048857261 11350 WOODSTOCK ROAD ROSWELL GA 30075 BRADLEY WILSON CEO/TREASURER 4048857261 2026-04-29 1 0 TIFFANY T ORR CPA P01559485 7703948000 2026-04-29 2024 2025-03-06 01:10:19Z ST GEORGE VILLAGE BRADLEY WILSON 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 17792010 0 0928 X WWW.STGEORGEVILLAGE.COM X 2001 GA CATHOLIC CONTINUING CARE RETIREMENT COMMUNITIES, INC. (CCCRC) D/B/A ST. GEORGE VILLAGE, IS A NOT-FOR-PROFIT CORPORATION WITH A LONG STANDING TRADITION OF HUMANITARIAN SERVICE TO ATLANTA AND ITS RESIDENTS. ITS VISION IS TO OFFER THE HIGHEST QUALITY SENIOR LIVING LIFESTYLE, CONSISTENT WITH THE TRADITIONS, PHILOSOPHIES AND VALUES OF THE CATHOLIC CHURCH, TO PEOPLE OF ALL FAITHS. 6 4 151 41 0 0 0 0 16303947 16707094 726622 1057247 675 0 17031244 17764341 0 0 0 0 7976583 8036439 0 0 0 9054058 9629784 17030641 17666223 603 98118 77928142 65361930 79868762 67138962 -1940620 -1777032 SEE SCHEDULE O 0 0 15067312 16707094 A CONTINUING LIFE CARE COMMUNITY - PROVIDE SENIOR HOUSING SERVICES AND ACTIVITIES FOR APPROXIMATELY 175 RESIDENTS LIVING AN ACTIVE INDEPENDENT LIFESTYLE WITH ACCESS TO THE ADDITIONAL SERVICES BEING PROVIDED TO OVER 65 RESIDENTS RECEIVING ASSISTED LIVING, ALZHEIMER'S, DEMENTIA CARE AND SKILLED NURSING CARE. IN ADDITION TO THE LIVING QUARTERS AND HEALTH CARE SERVICES, THE COMMUNITY'S SERVICES INCLUDE DIETARY, LAUNDRY, HOUSEKEEPING, TRANSPORTATION, AND OTHER ACTIVITIES FOR THE RESIDENTS. 15067312 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 X 41 0 151 1 0 0 0 0 0 0 0 0 0 0 X 6 4 1 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X WESLEY WOODS SENIOR LIVING INC 4047286299 1817 CLIFTON ROAD NE ATLANTA GA 30329 REV GREGORY JOHN HARTMAYER CHAIR 1.00 40.00 X 0 46272 44992 REV BERNARD SHLESINGER III DIRECTOR 1.00 40.00 X 0 44448 34126 THOMAS CUNNANE DIRECTOR 1.00 X 0 0 0 MICHAEL DUKES DIRECTOR 1.00 X 0 0 0 MONSIGNOR EDWARD DILLION DIRECTOR 1.00 X 0 0 0 SHARON KILMARTIN DIRECTOR 1.00 X 0 0 0 LAURI ANN BROOKS PRESIDENT 40.00 X 0 0 0 MARQUITA RICHBURG VICE PRESIDENT - HR 1.00 40.00 X 0 157444 27483 BRADLEY WILSON CEO/TREASURER 2.00 40.00 X 0 264881 64433 DEACON DENNIS DORNER SR SECRETARY 0.50 40.00 X 0 183708 29058 IAN TRUTT ASSISTANT SECRETARY 0.50 X 0 42210 20569 0 738963 220661 0 0 1 0 STERLING BROOK CONSTRUCTION LLC 673 HORSE FERRY ROAD LAWRENCEVILLE GA 30044 CONSTRUCTION SERVICES 922837 WESLEY WOODS MANAGEMENT CORP 1817 CLIFTON RD NE ATLANTA GA 30329 MANAGEMENT 550912 JAMES HARRY WHITE JR 406 HUNTERS COURT BALL GROUND GA 30107 CONSTRUCTION SERVICES 453730 ABBEY HALL INTERIOR DESIGN 48 OLD ROSWELL ST ALPHARETTA GA 30009 DESIGN SERVICES 228420 HAMPTON HOMES DESIGN & RENOVATIONS 4010 CHIPLEY CT ROSWELL GA 30075 CONSTRUCTION SERVICES 205487 8 RESIDENT FEES AND INCO 623000 16617083 16617083 OTHER RESIDENT REVENUE 623000 90011 90011 16707094 1032977 1032977 51939 0 27669 51939 -27669 24270 24270 17764341 16707094 0 1057247 6081426 5589180 492246 115957 106706 9251 1329172 1259467 69705 509884 467375 42509 658773 658773 30772 30772 35685 35685 1430468 917621 512847 154060 154060 1824507 1630405 194102 1897382 1712176 185206 51950 48458 3492 5647 5647 211051 208256 2795 2996255 2960650 35605 330643 167018 163625 OTHER EXPENSE 2591 2591 17666223 15067312 2598911 0 311909 4019962 8744745 3008835 1279913 2588386 42786 49158 33995 29150 67368735 26645253 40093989 40723482 21727324 11308480 5693481 3634477 77928142 65361930 1538004 1565268 13350000 64980758 65573694 79868762 67138962 X -1940620 -1905971 128939 -1940620 -1777032 77928142 65361930 X 98118 509716 -444246 X X 0 1 X 1 0 X 986590 2266 2166901 0 3155757 12873490 14481469 14954924 16303947 16707094 75320924 13860080 14483735 17121825 16303947 16707094 78476681 0 0 0 78476681 334801 333772 669963 850283 1032977 3221796 334801 333772 669963 850283 1032977 3221796 14194881 14817507 17791788 17154230 17740071 81698477 0.96060 0.96610 0.03940 0.03390 X 0 125000 3939 128939 1.00000 0 0 3800000 3800000 59569001 24503376 35065625 3999734 2141877 1857857 40723482 DEPOSITS 3634477 3634477 DEFERRED REVENUE - ENTRANCE FEES 8869679 ENTRANCE FEE DEPOSITS 260394 REFUNDABLE ENTRANCE FEES 56438950 DUE TO RELATED PARTIES 4671 65573694 X 17857480 509716 -444246 65470 17792010 -27669 -27669 17764341 17693892 27669 27669 17666223 0 17666223 PART X, LINE 2: CCCRC IS INCLUDED IN THE GROUP EXEMPTION ISSUED TO THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS AND THEREBY HAS BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO CCCRC'S TAXEXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. CCCRC CONSIDERS ALL OF ITS ACTIVITIES TO BE DIRECTLY RELATED TO ITS EXEMPT PURPOSE IN 2025 AND 2024. CCCRC UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2025 AND 2024, CCCRC HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON INTEREST SWAP RATE -407,033. LOSS ON EXTINGUISHMENT -41,152. CHANGE IN VALUE OF BENEFICIAL INTEREST 3,939. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF PP&E -27,669. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF PP&E 27,669. X X 0 0 0 0 0 0 0 0 0 BRADLEY WILSON CEO/TREASURER 0 264881 0 0 0 0 0 46397 0 18036 0 329314 0 0 DEACON DENNIS DORNER SR SECRETARY 0 183708 0 0 0 0 0 11022 0 18036 0 212766 0 0 MARQUITA RICHBURG VICE PRESIDENT - HR 0 157444 0 0 0 0 0 9447 0 18036 0 184927 0 0 WESLEY WOODS MANAGEMENT CORP INC MANAGEMENT COMPANY 672634 MANAGEMENT FEES 0 FORM 990 - ORGANIZATION'S MISSION CATHOLIC CONTINUING CARE RETIREMENT COMMUNITIES, INC. (CCCRC) D/B/A ST. GEORGE VILLAGE, IS A NOT-FOR-PROFIT CORPORATION WITH A LONG STANDING TRADITION OF HUMANITARIAN SERVICE TO ATLANTA AND ITS RESIDENTS. ITS VISION IS TO OFFER THE HIGHEST QUALITY SENIOR LIVING LIFESTYLE, CONSISTENT WITH THE TRADITIONS, PHILOSOPHIES AND VALUES OF THE CATHOLIC CHURCH, TO PEOPLE OF ALL FAITHS. FORM 990, PART V - ADDITIONAL INFORMATION LINE 2A - NUMBER OF EMPLOYEES ALL PERSONNEL WORKING AT THE COMMUNITY ARE EMPLOYEES OF A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) AND ARE NOT ACTUALLY CCCRC EMPLOYEES WITH THE EXCEPTION OF THE EXECUTIVE DIRECTOR WHICH IS AN EMPLOYEE OF THE MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 2 DIRECTOR BUSINESS RELATIONSHIPS: ALL BUT 4 OF THE DIRECTORS ARE EMPLOYED BY THE ARCHDIOCESE OF ATLANTA. THE OTHER BOARD MEMBERS (DIRECTORS) ALL WORK FOR ARCHDIOCESE OF ATLANTA. FORM 990, PART VI, SECTION A, LINE 3 CCCRC ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH WESLEY WOODS MANAGEMENT CORPORATION, INC., WHICH IS RESPONSIBLE FOR PROVIDING DAY-TO-DAY MANAGEMENT OF THE COMMUNITY. EFFECTIVE DECEMBER 20, 2015, THE AGREEMENT WAS AMENDED AND EXTENDED FOR ANOTHER THREE YEARS WITH ANOTHER TWO AUTOMATIC RENEWALS OF THREE YEARS EACH. THE AGREEMENT PROVIDED FOR MONTHLY COMPENSATION ($22,647 THROUGH MAY 2021) PLUS CERTAIN EXPENSE REIMBURSEMENTS, WITH ANNUAL ADJUSTMENTS BASED ON THE CONSUMER PRICE INDEX. THE MOST RECENT RENEWAL WAS SET TO EXPIRE ON DECEMBER 20, 2021. EFFECTIVE MAY 25, 2021, THE MANAGEMENT SERVICES AGREEMENT WAS AMENDED AND RESTATED. THE INITIAL TERM REMAINS IN EFFECT THROUGH JUNE 30, 2026 WITH TWO AUTOMATIC RENEWALS OF FIVE YEARS EACH. THE MANAGEMENT FEE WILL EQUAL 4% OF THE TOTAL PROGRAM SERVICE FEE, AS DEFINED BY THE MANAGEMENT SERVICES AGREEMENT, DURING THE INITIAL TERM. IF AT THE END OF THE INITIAL TERM, THIS AGREEMENT IS EXTENDED TO INCLUDE A FIRST RENEWAL TERM, THE 4% MANAGEMENT FEE IN EFFECT DURING THE INITIAL TERM SHALL REMAIN IN EFFECT THROUGHOUT THE RENEWAL TERM. IF THIS AGREEMENT IF FURTHER EXTENDED TO INCLUDE A SECOND RENEWAL TERM, THE MANAGEMENT FEE SHALL BE INCREASED TO 5% DURING SUCH SECOND RENEWAL TERM. FORM 990, PART VI, SECTION A, LINE 6 THE ARCHBISHOP OF THE ROMAN CATHOLIC ARCHDIOCESE OF ATLANTA IS THE SOLE MEMBER OF CCCRC. FORM 990, PART VI, SECTION A, LINE 7A THE ARCHBISHOP OF THE ROMAN CATHOLIC ARCHDIOCESE OF ATLANTA IS THE SOLE MEMBER OF CCCRC AND EXERCISES CONTROL OVER CCCRC BY APPOINTING OR APPROVING THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 FORM 990 IS PREPARED BY OUR EXTERNAL AUDITORS. A DRAFT COPY IS SUBMITTED TO THE OPERATIONS COMMITTEE FOR REVIEW AND APPROVAL. UPON APPROVAL BY THE OPERATIONS COMMITTEE, FORM 990 IS FINALIZED AND FILED WITH THE INTERNAL REVENUE SERVICE WITH A COPY TO THE STATE OF GEORGIA. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY A CONFLICT OF INTEREST QUESTIONNAIRE IS REQUIRED TO BE COMPLETED ANNUALLY BY BOARD MEMBERS AND KEY EMPLOYEES. IN ADDITION, ALL BOARD MEMBERS AND KEY EMPLOYEES ARE SWORN TO BRING TO THE ATTENTION OF MANAGEMENT ANY CONFLICT OF INTEREST THAT SHOULD ARISE DURING THE YEAR. ALL CONFLICT OF INTEREST ISSUES ARE REVIEWED AND APPROVED OR DISAPPROVED BY THE OPERATIONS COMMITTEE OR THE BOARD OF DIRECTORS, IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL, OFFICERS AND KEY EMPLOYEES: COMPENSATION STUDIES PROVIDED BY THE SEARCH FIRM AND SIMILAR STUDIES CONDUCTED BY THE MANAGEMENT COMPANY (WESLEY WOODS MANAGEMENT CORP.) WERE USED IN DETERMINING THE SALARY ESTABLISHED BY THE MEMBERS OF THE OPERATIONS COMMITTEE AND MANAGEMENT COMPANY EXECUTIVE STAFF. SAME POLICIES FOR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN ON INTEREST RATE SWAP -407,033. LOSS ON EXTINGUISHMENT -41,152. CHANGE IN VALUE OF BENEFICIAL INTEREST 3,939. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. ARCHDIOCESE OF ATLANTA PRIESTS 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 453832527 PRIESTS PAYROLL GA 501C3 LINE 1 N/A 0 ROMAN CATHOLIC ARCHDIOCESE OF ATLANTA INC 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 833566129 ROOM RENTALS GA 501C3 LINE 1 N/A 0 AOA CANON 2812 TRUST 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 836184500 PRIESTS OPERATIONS AND RETIREMENT GA 501C3 LINE 1 N/A 0 AOA DEPOSIT AND LOAN FUND LLC 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 816703331 FINANCIAL GA 501C3 LINE 1 N/A 0 WESLEY WOODS MANAGEMENT CORP 1817 CLIFTON RD NE ATLANTA GA 30329 202157051 MANAGEMENT COMPANY GA 0 RCAA ADMINISTRATIVE SERVICES INC 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 833544215 INSURANCE AND MANAGEMENT FEES GA 501C3 LINE 1 N/A 0 CATHOLIC FOUNDATION OF NORTH GEORGIA INC 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 582008930 BENEFICIAL INTEREST IN ASSETS GA 501C3 LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0