2025-11-11T14:05:10-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2024-01-01 546433122 WILLIAMSBURG LANDING CONTINUING CARE TRUST WILL 7575656511 5700 WILLIAMSBURG LANDING DR WILLIAMSBURG VA 23185 MARTIN KANE CHIEF FINANCIAL OFFICER 7575656511 2025-11-10 1 1 KATHRINE A WARLICK P02065266 7049985200 2025-11-10 2024 2025-03-06 01:10:19Z GREGORY T STORER 5700 WILLIAMSBURG LANDING DR WILLIAMSBURG VA 23185 1534122 0 X WWW.WILLIAMSBURGLANDING.ORG X 1997 VA TO PROVIDE FOR THE FINANCIAL SECURITY OF WILLIAMSBURG LANDING, INC. RESIDENTS. 21 21 0 21 0 0 0 0 0 0 493542 1166734 0 0 493542 1166734 1427079 680206 0 0 0 0 0 0 0 31682 31950 1458761 712156 -965219 454578 8262434 8506606 0 0 8262434 8506606 X WILLIAMSBURG LANDING'S CONTINUING CARE PROGRAM IS FUNDED BY A CONTINUING CARE TRUST INTENDED TO PROVIDE A SECURE PREDICTABLE FINANCIAL FUTURE FOR RESIDENTS, REGARDLESS OF FUTURE FINANCIAL NEEDS. IN EXCHANGE FOR A MONTHLY FEE, THE PROGRAM PROVIDES BENEFITS FOR EACH LEVEL OF CARE IN HEALTH & REHABILITATION, ASSISTED LIVING, AND MEMORY SUPPORT TO SUPPLEMENT THE COST OF HIGHER LEVELS OF CARE. 0 0 680206 680206 THE TRUST WAS ESTABLISHED IN MAY OF 1997 FROM AN EARLIER PROGRAM DEVELOPED BY AN INSURANCE COMPANY. RESIDENT FEES ARE DEPOSITED INTO THE FUND AND BENEFITS PAID OUT ARE REQUESTED FROM THE TRUST. THE PROGRAM WAS CLOSED TO NEW PARTICIPANTS AT THE END OF 2007. FUNDS IN TRUST MAY ONLY BE USED TO PAY BENEFITS AND RELATED COSTS TO MAINTAIN THE TRUST AND ARE NOT AVAILABLE FOR CORPORATE PURPOSES. THE CONTINUING CARE TRUST IS HELD BY A THIRD PARTY TRUSTEE WITH OVERSIGHT BY THE WILLIAMSBURG LANDING BOARD OF DIRECTORS. 680206 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARTIN KANE 7575656511 5700 WILLIAMSBURG LANDING DRIVE WILLIAMSBURG VA 23185 JEANNE ZEIDLER CHAIR 4.00 0.10 X X 0 0 0 ALEXANDER POWELL JR SECRETARY 4.00 0.40 X X 0 0 0 DR MATTHEW T LAMBERT TREASURER 3.00 0.10 X X 0 0 0 TERRY BANEZ DIRECTOR 3.00 0.10 X 0 0 0 ALLISON J BRODY DIRECTOR 4.00 0.10 X 0 0 0 DONALD BUCKLESS DIRECTOR 3.00 0.10 X 0 0 0 LOUISE CANFIELD DIRECTOR 3.00 0.10 X 0 0 0 ELIZABETH DAVIS DIRECTOR 3.00 0.10 X 0 0 0 TERRY DRISCOLL DIRECTOR 3.00 0.10 X 0 0 0 MICHAEL FOX DIRECTOR 3.00 0.10 X 0 0 0 VERNON GEDDY III DIRECTOR 3.00 0.10 X 0 0 0 PAUL GERHARDT DIRECTOR 3.00 0.10 X 0 0 0 CONNIE MATTHEWS HARSHAW DIRECTOR 3.00 0.10 X 0 0 0 JUDY KNUDSON DIRECTOR 3.00 0.10 X 0 0 0 TIMOTHY MILLS DIRECTOR 3.00 0.10 X 0 0 0 DR CARLENE PITTMAN DIRECTOR 3.00 0.10 X 0 0 0 BRANDON RANDALL DIRECTOR 3.00 0.10 X 0 0 0 CHRIS SMITH DIRECTOR 3.00 0.10 X 0 0 0 SCOTT STABLER DIRECTOR 3.00 0.10 X 0 0 0 ROBERT UNDERWOOD DIRECTOR 3.00 0.10 X 0 0 0 JOHN VANAKEN DIRECTOR 3.00 0.10 X 0 0 0 GREGORY STORER PRESIDENT & CEO 55.00 1.00 X 377942 0 38485 JAMES MICHAEL WILLIAMS COO (THRU 06/24) 60.00 1.00 X 186873 0 16438 JUANITA PARKS CFO (THRU 08/24) 60.00 1.00 X 207799 0 10316 MARTIN KANE CFO (AS OF 10/24) 60.00 1.00 X 36174 0 1504 808788 0 66743 3 0 1 0 0 184089 184089 1350033 367388 982645 982645 982645 1166734 0 0 1166734 680206 680206 10650 10650 21300 21300 712156 680206 31950 0 0 308671 8262434 6078560 0 2119375 8262434 8506606 0 0 X 8262434 8506606 8262434 8506606 8262434 8506606 454578 -210406 0 X X 0 1 X 1 0 X X 1 WILLIAMSBURG LANDING INC 521305909 10 1 680206 0 1 680206 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 FIXED INCOME - FUNDS/OTHER 2119375 F 2119375 X PART X, LINE 2: WILLIAMSBURG LANDING, INC. IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). WILLIAMSBURG LANDING, INC. FILES AS A TAX-EXEMPT ORGANIZATION. BIRCHWOOD IS A SINGLE-MEMBER LIMITED LIABILITY COMPANY SOLELY OWNED BY WILLIAMSBURG LANDING, INC. AND IS CONSIDERED A DISREGARDED ENTITY FOR TAX PURPOSES. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF ANY OF THE ENTITIES. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR WILLIAMSBURG LANDING, INC. WILLIAMSBURG LANDING, INC. FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE HAS HAD NO IMPACT ON THE COMMUNITY'S CONSOLIDATED FINANCIAL STATEMENTS. 1 BENEFIT PAYMENTS FOR RESIDENTS 19 680206 0 BOOK PART I, LINE 2: GRANTS ARE PROVIDED TO THE RELATED TAX-EXEMPT ENTITY, WILLIAMSBURG LANDING, INC. MONITORING OF GRANTS IS DONE INTERNALLY. 0 1 0 0 0 0 1 0 0 GREGORY STORER PRESIDENT & CEO 376875 0 0 0 1067 0 17493 0 20992 0 416427 0 0 0 JUANITA PARKS CFO (THRU 08/24) 207799 0 0 0 0 0 9634 0 682 0 218115 0 0 0 JAMES MICHAEL WILLIAMS COO (THRU 06/24) 186755 0 0 0 118 0 6233 0 10205 0 203311 0 0 0 PART I, LINE 3 COMPENSATION IS PAID AND REVIEWED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, FORM 990 COMPARISONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457 PLAN: GREGORY STORER $9,512 JAMES MICHAEL WILLIAMS $5,539 JUANITA PARKS $5,581 PART I, LINE 6 INCENTIVES ARE PAID TO KEY EMPLOYEES FOR RELATED ORGANIZATION'S PERFORMANCE AGAINST BUDGET FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT, RISK, AND COMPLIANCE COMMITTEE COMPOSED OF BOARD MEMBERS WILL REVIEW THE 990 BEFORE IT IS FILED WITH THE IRS. THE COMMITTEE WILL REPORT THE RESULTS OF THE REVIEW TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS OF THE CORPORATION, SENIOR LEADERS AND DEPARTMENT LEADERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM. THE OFFICE OF THE CEO IS RESPONSIBLE FOR SENDING OUT THE FORM AND ENSURING THAT A SIGNED FORM IS RECEIVED EACH YEAR. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTERESTS ONCE PERSONALLY IDENTIFIED. DURING EACH COMMITTEE MEETING, BOARD MEMBERS ARE DIRECTLY ASKED ABOUT ANY POTENTIAL CONFLICTS OF INTERESTS. IF CONFLICT OCCURS, IT MUST BE DISCLOSED AND THE INDIVIDUAL IS EXCUSED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS PAID AND REVIEWED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE DISTRIBUTED QUARTERLY TO THE BOARD OF DIRECTORS, THE RESIDENTS' FINANCE COMMITTEE, AND THE ENTIRE RESIDENT BODY AT RESIDENTS' ASSOCIATIONS MEETINGS. GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. WILLIAMSBURG LANDING INC 5700 WILLIAMSBURG LANDING DRIVE WILLIAMSBURG VA 23185 521305909 CONTINUING CARE RETIREMENT COMMUNITY VA 501(C)(3) LINE 10 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0