2024-08-15T08:34:44-07:00 2023-09-30 541643141 King Shores & Preston CPAs 2707 Brambleton Ave SW Roanoke VA 24015 990 2022-10-01 020601375 Fort Norfolk Retirement Community Inc DBA Harbors Edge FORT 7572336478 One Colley Avenue Norfolk VA 23510 Robert Braubitz CFO 2024-08-15 true true CJ King P01353771 5407760771 2022 2024-08-08 14:25:15Z H Edward Davidson One Colley Avenue Norfolk VA 23510 40214341 false X www.harborsedgenorfolk.com X 2002 VA Our mission is to provide seniors with a full continuum of healthcare in an atmosphere of comfort, security and exceptional service. 8 6 360 0 1172442 30661765 33758757 415428 1051741 39806 40602 31116999 36023542 1000 0 0 11046234 12244171 0 0 30126538 30547636 41173772 42791807 -10056773 -6768265 279813549 282393903 345070235 354092177 -65256686 -71698274 Our mission is to provide seniors with a full continuum of healthcare in an atmosphere of comfort, security and exceptional service. false false 39508774 33758757 As a Life Care Community, Harbor's Edge provides Residential Living, Assisted Living, Memory Support and Skilled Nursing Services to meet a full continuum of care for its residents. The partially refundable Entrance Fee Deposit plans are a useful estate planning tool, while the Life Care benefit provides residents with discounted monthly fees for nursing and assisted living services as they transition permanently to a higher level of care. 39508774 true true false false false false false false false false true false false false true false false true false false false false false false false false false false false true true false false true false false false false false false false false false false false false true false false false true 76 0 false 360 true false false false false false false false 0 false false false false false false false X 8 6 false true false false false false false true true false false false true true true true true true true false X X Robert Braubitz 7572337952 One Colley Avenue Norfolk VA 23510 Beat Meier VP of Dining Operations 40.00 0.00 152115 0 11280 Emilie Gomez RN Supervisor 40.00 0.00 124509 0 11788 Hisham Fahim Former CFO 40.00 0.00 X 120102 0 7619 Whitney Gwaltney SL Counselor 40.00 0.00 100729 0 9990 Christie Nase Project Manager 40.00 0.00 104582 0 37 Christine Rivera RN Supervisor 40.00 0.00 103134 0 1322 William R Van Buren III Sec/Treas 1.00 0.00 X X 0 0 0 Jack Kavanaugh Director 1.00 0.00 X 0 0 0 H Edward Davidson Chairman 1.00 0.00 X X 0 0 0 Jennifer Sanford Director 1.00 0.00 X 0 0 0 Scott Sautter Director 1.00 0.00 X 0 0 0 Guy Tower Vice Chair 1.00 0.00 X X 0 0 0 LD Britt MD MPH Director 1.00 0.00 X 0 0 0 Thomas J Knox Director 1.00 0.00 X 0 0 0 705171 42036 6 false true false Virginia Health Rehabilitation Agency 240 Nat Turner Blvd Newport News VA 23606 Physical Therapy 564179 Causey Contracting 207 Challenger Way Hampton VA 23666 Contractor 393275 Virginia Maid Kitchens Inc 737 Blue Crab Road Newport News VA 23606 Contractor 385626 Pro Floors 1771 Lafayette Dr Hampton VA 23664 Contractor 335087 Hudson Construction 703 Timmons Ct Chesapeake VA 23322 Contractor 325320 11 1172442 1172442 Entrance Fees 623000 7416508 7416508 Nursing & Therapy Svcs 623000 3519850 3519850 Resident Services 623000 22822399 22822399 33758757 959172 959172 0 0 40602 40602 40602 40602 4283368 4190799 92569 92569 92569 0 0 0 0 36023542 33758757 1092343 0 0 0 0 291116 291116 0 10266562 9419360 847202 101006 92671 8335 793582 728095 65487 791905 726557 65348 1068283 980128 88155 0 97534 97534 0 0 73593 73593 0 624062 624062 284908 261397 23511 297131 272612 24519 0 11968313 11313636 654677 0 0 0 0 0 9276380 8760987 515393 454320 416829 37491 Supplies 2581649 2368610 213039 Contract Services 2061899 1891750 170149 Building Maintenance 522978 494371 28607 Consulting 379202 347910 31292 857384 809799 47585 42791807 39508774 3283033 0 1407325 23313879 23310825 0 1832914 7300085 0 0 0 76935 73576 491068 577730 287635470 60290359 234847359 227345111 18063718 16401019 0 0 4544 4544 1183132 5973688 279813549 282393903 5623191 4231431 183264374 195905907 149307432 146566557 1843000 6875238 5545282 345070235 354092177 X -65256686 -71698274 -65256686 -71698274 279813549 282393903 -6768265 326677 X false true X true false X 628589 45061 1172442 1846092 22511186 20780040 27053815 30661765 33758757 134765563 0 0 0 22511186 21408629 27098876 30661765 34931199 136611655 0 0 136611655 581995 573772 498555 598265 959172 3211759 0 581995 573772 498555 598265 959172 3211759 0 37510 38261 39026 39806 40602 195205 23130691 22020662 27636457 31299836 35930973 140018619 0.97570 0.97680 0.02290 0.02170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 271767882 52583356 219184526 11862911 6200150 5662761 4004677 1506853 2497824 227345111 Due to Affiliates 876 Management Fee 1996719 Resident Deposits 2672495 Right of Use Asset 875192 5545282 false false false false false false false false false Beat Meier VP of Dining Operations 152061 54 5065 6215 163395 A Norfolk Redevelopment & H 546001466 655909CH0 2014-12-17 56328643 See Part VII false true false B Norfolk Redevelopment & H 546001466 655909CH0 2019-03-01 203084243 See Part Vii false true false A 8053355 56328643 3633094 43507226 1126573 2822198 5239552 true false true true B 203084243 7733760 4061685 191288798 true false true true A false true false false 0.01000 0.01000 false false true B false true false false 0.01000 0.01000 false false true A false false false true false false false true B false false false true false false false true A true B true Part VI Part I, line A, column (f):The bonds were issued to refund 2004 and 2010 bond issues; to finance certain pre-development costs associated with a planned expansion of the existing facility; and to pay costs of various renovations, improvements and equipment purchases with respect to the existing facility.Part I, line B, column (f):The bonds were issued to finance the costs associated with the construction and equipping of an additional facility; and to pay costs of various renovations, improvements and equipment purchases with respect to the existing facility.Part IV, column A, line 2c:The rebate computation was performed January 22, 2024 for the period December 17, 2014 to December 17, 2023.Part IV, column B, line 2c:The rebate computation was performed January 22, 2024 for the period March 28, 2019 to March 28, 2023. Kaufman & Canoles PC See Part V 197688 See Part V false SeniorCorp Inc See Part V 1660 See Part V false Schedule L, Part V Supplemental Information Part IV, Line (1)(b) and (1)(d):Kaufman & Canoles P.C. provides legal services to Fort Norfolk Retirement Community. William R. Van Buren III, who is a member of the Board of Directors of Fort Norfolk Retirement Community, is also a director and officer of Kaufman & Canoles P.C.Part IV, Line (2)(b) and (2)(d):SeniorCorp, Inc. provides home health services to residents of Fort Norfolk Retirement Community. Tom Knox, who is a member of the Board of Directors of Fort Norfolk Retirement Community, is also a director and officer of SeniorCorp, Inc. Form 990, Part VI, Section A, Line 3 Volder Consulting, Inc. of Norfolk, Virginia is engaged to provide the day-to-day management of the community. Whenever C.A. Volder III acts as the Executive Director and/or CEO, he does so without compensation.The details of the management fee payments to Volder Consulting, Inc. are as follows:Current Management Fees $ 225,000Phase II Development Services 225,000Client Development Services 675,000Total fees paid $ 1,125,000 Form 990, Part VI, Section B, Line 11b The completed Form 990 is reviewed by the executive staff prior to submission. Form 990, Part VI, Section B, Line 12c Employees and Board members are covered by the Organization's conflict of interest policy. For employees, this policy is outlined in the employee handbook which is presented and discussed in new employee orientation. Each employee signs a statement acknowledging that he or she has received all policies and understands them. With regard to Board members, there is a Code of Conduct and Conflict of Interest Policy that is reviewed annually by the Board. Acknowledgement of the receipt of this policy, noting any potential conflicts, is signed by every Board member. Form 990, Part VI, Section B, Line 15a Compensation for the Executive Director and senior management positions is reviewed periodically by a third party consultant. Information from Form 990 for similar organizations as well as surveys are utilized to determine the adequacy and appropriateness of compensation. The results of this analysis are provided to the Board of Directors at an interval of no longer than every three years. The Board then approves compensation ranges based upon the benchmark data provided. Form 990, Part VI, Section B, Line 15b Compensation for the Executive Director and senior management positions is reviewed periodically by a third party consultant. Information from Form 990 for similar organizations as well as data from third party surveys are utilized to determine the adequacy and appropriateness of compensation. The results of this analysis are provided to the Board of Directors at an interval of no longer than every three years. The Board then approves compensation ranges based upon the benchmark information provided. Form 990, Part VI, Section C, Line 19 The Organization makes its Form 990 available through Guidestar at www.guidestar.org and The Electronic Municipal Market Access ("EMMA") website for continuing disclosure at www.emma.msrb.org. Financial statement information is provided via EMMA and the Organization makes its governing documents, conflict of interest policy and audited financial statements available upon request. Form 990, Part VII, Section A, Line 1a The titles of the individual Board members as listed in Part VII, Section A, are as of September 30, 2023. Harbors Edge Foundation One Colley Avenue Norfolk VA 23510 262260106 To Enhance the Lives of Seniors Residing in Hampton Roads VA 501(c)(3) 12a Fort Norfolk Retirement Community Inc false false false true false false false false false false false false false false false false false false false false Harbors Edge Foundation c 140570 Cash gift