2024-09-19T09:11:03-05:00 2024-06-30 540504608 BROWN EDWARDS & COMPANY LLP 3906 ELECTRIC ROAD ROANOKE VA 24018 990 2023-07-01 541254497 MARIAN MANOR INC MARI 5405631058 3333 PETERS CREEK RD ROANOKE VA 24019 ANDREW J MURPHY PRESIDENT 5405631058 2024-09-13 1 0 EVAN ROSS P01786214 5403450936 2024-09-12 2023 2024-08-08 14:25:15Z ANDREW J MURPHY 3333 PETERS CREEK RD ROANOKE VA 24019 8145643 0 X WWW.MARIAN-MANOR.COM X 1988 VA TO PROVIDE ASSISTED LIVING FACILITIES TO HELP MEET THE PHYSICAL, SOCIAL, AND EMOTIONAL NEEDS OF ELDERLY PERSONS. 12 11 134 72 0 0 250000 250000 7423967 7728218 57808 94056 33132 38369 7764907 8110643 0 0 0 0 3891251 4079417 0 0 0 2553201 2951576 6444452 7030993 1320455 1079650 10493814 10617202 674922 675274 9818892 9941928 X TO PROVIDE ASSISTED LIVING FACILITIES TO HELP MEET THE PHYSICAL, SOCIAL, AND EMOTIONAL NEEDS OF ELDERLY PERSONS. 0 0 6425889 7731587 PROVIDE HOUSING AND SERVICES FOR THE ELDERLY AD THE HANDICAPPED SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPINESS, AND USEFULNESS IN LONGER LIFE. 6425889 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 134 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X COORDINATED SERVICES MANAGEMENT 5405631058 3333 PETERS CREEK RD ROANOKE VA 24019 X ANDREW J MURPHY PRESIDENT 15.60 X X 0 0 0 ANNE MARIE COCHRAN VICE PRESIDENT 15.60 X X 0 0 0 KIM CURTIS TREASURER 15.60 X X 0 0 0 M SUSAN BUCHER SECRETARY 15.60 X X 0 0 0 DAVID LAMB DIRECTOR 15.60 X 0 0 0 THOMAS MCANDREWS DIRECTOR 15.60 X 0 0 0 CARL V LIND DIRECTOR 15.60 X 0 0 0 MARY D MORAN ASSISTANT OFFICER 15.60 X X 0 0 0 SUSAN MCANDREWS DIRECTOR 15.60 X 0 0 0 BISHOP BARRY KNESTOUT CHAIRMAN OF THE BOARD 15.60 X X 0 0 0 FATHER DOMINIC LEO DIRECTOR 15.60 X 0 0 0 MELANIE J WILHELM DIRECTOR 15.60 X 0 0 0 KAREN LAND EXECUTIVE DIRECTOR 40.00 X 112379 0 0 IMELDA ANGAT DIRECTOR OF NURSING 40.00 X 101878 0 0 214257 0 0 2 0 0 0 COORDINATED SERVICES MANAGEMENT 3333 PETERS CREEK RD ROANOKE VA 24019 MANAGEMENT FEES 509766 1 250000 250000 ASSISTED LIVING RESIDE 623000 7506600 7506600 RESIDENT ADMINISTRATIV 623000 165827 165827 ASSISTED LIVING ANCILL 623000 55791 55791 7728218 129056 129056 35000 -35000 -35000 -35000 MISCELLANEOUS INCOME 623000 38369 38369 38369 8110643 7731587 0 129056 3422701 3422701 398264 398264 258452 258452 499236 499236 11286 11286 25380 25380 37351 37351 162179 162179 355304 323453 31851 256807 256807 7228 7228 471820 471820 176449 176449 DIETARY SERVICES 490746 490746 REPAIRS CONTRACTED 190730 190730 DECORATING 107067 107067 OTHER EXPENSES` 51232 51232 108761 108761 7030993 6425889 605104 0 781766 731361 21304 9302 19513 17382 10864221 7297108 3819541 3567113 1049069 922842 4802621 5369202 10493814 10617202 418660 407460 256262 267814 674922 675274 X 9818892 9941928 9818892 9941928 10493814 10617202 X 1079650 472457 -1429071 X X 0 1 X 1 0 X 250000 250000 250000 250000 250000 1250000 3762779 6474140 7269336 7423967 7728218 32658440 4012779 6724140 7519336 7673967 7978218 33908440 0 0 0 33908440 77214 59700 65304 89388 129056 420662 77214 59700 65304 89388 129056 420662 25518 24644 96909 33132 38369 218572 4115511 6808484 7681549 7796487 8145643 34547674 0.98150 0.98210 0.01220 0.01130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 408679 408679 7712527 5838722 1873805 2459451 1267837 1191614 283564 190549 93015 3567113 OPERATING INVESTMENT 922842 C 922842 CAPITAL REPLACEMENT RESERVE 1184283 RESIDENT ADMINISTRATIVE SERVICE FEE CASH 143598 FUNDED DEPRECIATION RESERVE 4041321 5369202 8618100 472457 35000 507457 8110643 0 8110643 7065993 35000 35000 7030993 0 7030993 PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 35,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 35,000. PART III PROVIDE HOUSING AND SERVICES FOR THE ELDERLY AND HANDICAPPED, SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING. FORM 990, PART VI, SECTION A, LINE 3 THE CORPORATION PAYS A MONTHLY MANAGEMENT FEE EQUAL TO 6% OF GROSS RECEIPTS TO AN INDEPENDENT MANAGEMENT AGENT. IN ADDITION, THE CORPORATION PAID THE MANAGEMENT AGENT A FINANCIAL ACCOUNTING FEE EQUAL TO $7.50 PER DWELLING UNIT PER MONTH. FORM 990, PART VI, SECTION B, LINE 11B IT IS THE PRACTICE OF THE INDEPENDENT AUDITOR TO PRESENT THE FORM 990 TO THE ENTIRE BOARD OF DIRECTORS AND TO EXPLAIN IN DETAIL EACH PART OF THE FORM 990 PRIOR TO ITS FILING. DURING THIS MEETING, THE BOARD IS GIVEN THE OPPORTUNITY TO ASK QUESTIONS RELATED TO ITEMS PRESENTED ON THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD AT ONE OF THE BOARD MEETINGS HELD THROUGHOUT THE YEAR. ANY CONFLICTS OF INTEREST ARE IDENTIFIED AND REQUIRED TO BE DISCLOSED IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15 AS PART OF THE ANNUAL BUDGETING PROCESS, ALL SALARIES ARE REVIEWED FOR REASONABLENESS AND ALL CHANGES ARE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THEIR CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT MAKE PUBLIC ITS GOVERNING DOCUMENTS. FORM 990, PART XI, LINE 9: DISTRIBUTION TO DIOCESE HOUSING CORPORATION -1,071,803. DISTRIBUTION TO THE BISHOP'S FOUNDATION - MARIAN MANOR FUND -357,268. PART XII, LINE 2C THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR. OUR LADY OF PERPETUAL HELP HEALTH CENTER INC 3333 PETERS CREEK RD ROANOKE VA 24019 541850911 CERTAIN BOARD MEMBERS IN COMMON VA 501(C)(3) 509(A)(2) 0 SULLIVAN HOUSE INC 3333 PETERS CREEK RD ROANOKE VA 24019 542004902 CERTAIN BOARD MEMBERS IN COMMON VA 501(C)(3) 509(A)(2) 0 CATHOLIC COMMUNITY FOUNDATION 7800 CAROUSEL LANE RICHMOND VA 23294 471403628 CERTAIN BOARD MEMBERS IN COMMON / DISTRIBUTION OF SURPLUS CASH VA 501(C)(3) 0 DIOCESE OF RICHMOND HOUSING CORPORATION 78000 CAROUSEL LANE RICHMOND VA 23294 541492801 CERTAIN BOARD MEMBERS IN COMMON / DISTRIBUTION OF SURPLUS CASH VA 501(C)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CATHOLIC COMMUNITY FOUNDATION (MARIAN MANOR RENTAL ASSISTANCE FUND) R 357268 FMV - CASH DIOCESE OF RICHMOND HOUSING CORPORATION R 1071803 FMV - CASH CATHOLIC COMMUNITY FOUNDATION (MARIAN MANOR RENTAL ASSISTANCE FUND) C 250000 FMV - CASH