2024-11-11T08:02:03-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-01-01 521373103 VIRGINIA BAPTIST HOMES FOUNDATION INC VIRG 8045219206 3961 STILLMAN PARKWAY GLEN ALLEN VA 23060 ERIK MAURITSEN CHIEF FINANCIAL OFFICER 8045219206 2024-11-08 1 0 KATHERINE A WARLICK P02065266 7049985200 2024-11-08 2023 2024-10-15 13:58:12Z X JONATHAN COOK 3961 STILLMAN PARKWAY GLEN ALLEN VA 23060 6411838 0 X WWW.LIFESPIRELIVING.ORG X 1984 VA SOLICIT, RECEIVE AND ADMINISTER GIFTS, GRANTS, AND CONTRIBUTIONS FOR VIRGINIA BAPTIST HOMES. 17 17 0 17 0 0 6115282 6008721 0 56930 383295 0 6172212 6392016 863559 135193 0 570740 623906 0 0 256922 322009 1691221 1081108 4480991 5310908 23455959 30801960 8877883 9753586 14578076 21048374 THE MISSION OF THE VIRGINIA BAPTIST HOMES FOUNDATION IS TO SUPPORT THE WORK OF VIRGINIA BAPTIST HOMES BY DEVELOPING FUNDS THROUGH SOLICITATION OF GIFTS, CONDUCTING CAPITAL CAMPAIGNS, AND SPECIAL EVENTS. VIRGINIA BAPTIST HOMES OWNS AND OPERATES PLANNED SERVICES. 0 0 905657 135193 THE MISSION OF THE VIRGINIA BAPTIST HOMES FOUNDATION IS TO SUPPORT THE WORK OF VIRGINIA BAPTIST HOMES BY DEVELOPING FUNDS THROUGH SOLICITATION OF GIFTS, CONDUCTING CAPITAL CAMPAIGNS, AND SPECIAL EVENTS. VIRGINIA BAPTIST HOMES OWNS AND OPERATES PLANNED SERVICES COMMUNITIES FOR SENIOR ADULTS, SOME OF WHOM CANNOT AFFORD TO PAY THE FULL COST OF THEIR CARE. THE VBH FOUNDATION PROVIDES FUNDING TO SUPPORT THOSE INDIVIDUALS WHO NEED FINANCIAL ASSISTANCE. THROUGHOUT THE 66 YEARS OF VBH HISTORY, NO RESIDENT HAS EVER BEEN ASKED TO LEAVE IF, THROUGH NO FAULT OF THEIR OWN, THEY OUTLIVE THEIR FINANCIAL RESOURCES. 905657 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X ERIK MAURITSEN 8045219206 3951 STILLMAN PKWY GLEN ALLEN VA 23060 MR SCOTT CAVE TRUSTEE 1.00 X 0 0 0 REVDAN CARLTON TRUSTEE 1.00 X 0 0 0 MR JAMES BALES TRUSTEE 1.00 X 0 0 0 MSSHARON BROOKS TRUSTEE 1.00 X 0 0 0 DRVALERIE CARTER TRUSTEE 1.00 X 0 0 0 DRTIFFANY FRANKS TRUSTEE 1.00 X 0 0 0 REVNELSON HARRIS TRUSTEE 1.00 X 0 0 0 MR JOHN JUNG TRUSTEE 1.00 X 0 0 0 MRSSALLIE MARCHELLO TRUSTEE 1.00 X 0 0 0 MR ARNIE OWENS TRUSTEE 1.00 X 0 0 0 DRPAM PARSONS TRUSTEE 1.00 X 0 0 0 MR JOHN POMA TRUSTEE 1.00 X 0 0 0 MR MATTHEW SCOTT TRUSTEE 1.00 X 0 0 0 JIM POATS TRUSTEE 1.00 X 0 0 0 GARY THOMSON TRUSTEE 1.00 X 0 0 0 SUSAN RUCKER TRUSTEE 1.00 X 0 0 0 JIM VAUGHT TRUSTEE 1.00 X 0 0 0 JONATHAN COOK PRESIDENT & CEO 1.00 39.00 X 0 636082 49385 TRACEY JENNINGS COO 1.00 39.00 X 0 344964 56873 CHRIS MARKWITH CFO 1.00 39.00 X 0 299945 49267 JOHN P ROBINSON CHIEF MARKETING OFFICER 1.00 39.00 X 0 278073 63724 LISA LEAGER CSO 1.00 39.00 X 0 293428 57118 JODI LEONARD EXECUTIVE DIRECTOR 40.00 X 140162 0 24867 140162 1852492 301234 1 0 1 0 0 4405510 1603211 6008721 403117 403117 19822 -19822 -19822 -19822 6392016 0 0 383295 135193 135193 525308 525308 19358 19358 39274 39274 39966 39966 35462 35462 55 55 72106 72106 2560 2560 452 452 3330 3330 MISCELLANEOUS EXPENSE 105151 105151 ANNUITY PAYMENTS 102893 102893 1081108 905657 175451 0 331748 233214 7573 58683 136930 37916 102344 99014 8923189 10130826 14091105 20280223 23455959 30801960 97510 135717 8780373 9617869 8877883 9753586 X 10296180 16475124 4281896 4573250 14578076 21048374 23455959 30801960 X 5310908 898584 260806 X 0 1 X 1 0 X X 6 CULPEPER BAPTIST RETIREMENT INC 521368412 10 1 0 0 NEWPORT NEWS BAPTIST RETIREMENT INC 521368408 10 1 135193 0 THE GLEBE INC 541917966 10 1 0 0 LAKEWOOD MANOR BAPTIST RETIREMENT INC 521368410 10 1 0 0 VIRGINIA BAPTIST HOMES 540534405 10 1 0 0 LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC 871532163 10 1 0 0 6 135193 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5741051 11160 5752211 5611490 129561 5741051 5388249 223241 5611490 5265183 123066 5388249 5396282 58293 -189392 5265183 0.80060 0.19940 0 0 110484 11629 98855 26446 26287 159 99014 INVESTMENTS 10130826 F 10130826 DUE FROM AFFILIATES 20280223 20280223 DUE TO AFFILIATES 9079607 ANNUITIES PAYABLE 538262 9617869 X PART V, LINE 4: VIRGINIA BAPTIST HOMES FOUNDATION, INC. 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 FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE HAS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. 0 NEWPORT NEWS BAPTIST RETIREMENT COMMUNITY INC 955 HARPERVILLE ROAD NEWPORT NEWS VA 23601 521368408 501(C)(3) 135193 0 SUPPORT PART I, LINE 2: SUPPORT TO RELATED ORGANIZATIONS. 0 1 0 1 1 0 1 0 0 JONATHAN COOK PRESIDENT & CEO 0 444378 0 191704 0 0 0 40351 0 9034 0 685467 0 0 TRACEY JENNINGS COO 0 291528 0 53436 0 0 0 44376 0 12497 0 401837 0 0 LISA LEAGER CSO 0 259951 0 33477 0 0 0 42643 0 14475 0 350546 0 0 CHRIS MARKWITH CFO 0 246913 0 53032 0 0 0 42596 0 6671 0 349212 0 0 JOHN P ROBINSON CHIEF MARKETING OFFICER 0 172106 0 105967 0 0 0 32645 0 31079 0 341797 0 0 JODI LEONARD EXECUTIVE DIRECTOR 140162 0 0 0 0 0 12869 0 11998 0 165029 0 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 457(F) $75,539 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. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY THE ORGANIZATION'S EXTERNAL FINANCIAL AUDIT FIRM FROM INFORMATION THE ORGANIZATION FURNISHED, AND REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL EXECUTIVE AND CONTROLLER PRIOR TO SUBMISSION TO THE IRS. 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 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND ASSOCIATED MATERIALS ARE MADE AVAILABLE AT, OR BY REQUEST TO, 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 VALUE OF ANNUITY OBLIGATIONS 260,806. VIRGINIA BAPTIST HOMES INC 1900 LAUDERDALE DR RICHMOND VA 23238 540534405 SENIOR LIVING COMMUNITY VA 501(C)(3) LINE 12A, I 0 CULPEPER BAPTIST COMMUNITY INC PO BOX 191 CULPEPER VA 22701 521368412 SENIOR LIVING COMMUNITY VA 501(C)(3) LINE 10 0 NEWPORT NEWS BAPTIST RETIREMENT COMMUNITY INC 955 HARPERVILLE RD NEWPORT NEWS VA 23601 521368408 SENIOR LIVING COMMUNITY VA 501(C)(3) LINE 10 0 LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC 1900 LAUDERDALE DR RICHMOND VA 23238 521368410 SENIOR LIVING COMMUNITY VA 501(C)(3) LINE 10 0 THE GLEBE INC 200 THE GLEBE BLVD DALEVILLE VA 24083 541917966 SENIOR LIVING COMMUNITY VA 501(C)(3) LINE 10 0 LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC 3961 STILLMAN PARKWAY GLEN ALLEN VA 23060 871532163 SENIOR LIVING COMMUNITY VA 501(C)(3) LINE 10 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 0