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Nonprofit · EIN 54-0988608

PAUL SHELTON HCSR

Tax-exempt · LYNCHBURG, VA 24503

Financials

$36.9M$35.6M2022$38.7M$36.2M2023$40.1M$37.1M2024
Revenue Expenses · by fiscal year end
Financials of PAUL SHELTON HCSR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$40,140,586$37,133,242$3,007,344$152,793,497$126,098,754$26,694,743
September 30, 2024990$38,670,775$36,221,531$2,449,244$147,411,691$127,293,192$20,118,499
September 30, 2023990$36,892,402$35,584,427$1,307,975$144,600,945$128,883,175$15,717,770
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$1,044,883
Program service revenue
$36,259,865
Investment income
$1,525,700
Net gain from sales of assets
$167,000
Other revenue
$1,310,138

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$691,875
Other salaries and wages
$16,203,500
Salaries, compensation and benefits (total)
$21,275,426
Professional fundraising fees
$0
Legal fees
$5,483
Accounting fees
$90,557
Occupancy
$1,877,888
Travel
$132,118
Depreciation
$5,672,301
Program services (functional)
$36,023,378
Management and general (functional)
$849,930
Fundraising (functional)
$259,934

Balance sheet and other

Total assets, start of year
$147,411,691
Total assets, end of year
$152,793,497
Total liabilities, end of year
$126,098,754
Net assets, end of year
$26,694,743
Land, buildings and equipment
$95,087,789
Net assets without donor restrictions
$19,454,742
Net assets with donor restrictions
$7,240,001
Gross receipts
$40,140,586
Employees
495
Volunteers
195
Year formed
1975
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SEAN HUYETTPRESIDENT/CEO
Officer
38$373,246$51,299
PAUL SHELTONVICE PRESIDENT/CFO
Officer
38$238,206$29,124
LORI SWEENEYVICE PRESIDENT OF HEALTH SERVICES
Highest-paid employee
40$155,347$37,563
CHRISTINE WHEELOCKDIRECTOR OF HUMAN RESOURCES
Highest-paid employee
40$138,744$27,979
ROBERT CLOSSDIRECTOR OF INFORMATION SYSTEMS
Highest-paid employee
40$135,534$18,775
CHERIE NASHHOME HEALTH & HOSPICE ADMINISTRATOR
Highest-paid employee
40$133,536$19,239
ASHLEY LAWSONDIRECTOR OF NURSING SERVICES
Highest-paid employee
40$121,763$15,407
ELIZABETH M CONZENCHAIR
Trustee or director, Officer
2$0$0
MARK A STROSNIDERVICE CHAIR
Trustee or director, Officer
2$0$0
PATTIE W AMESTRUSTEE
Trustee or director
2$0$0
MARCUS P BORELTRUSTEE
Trustee or director
2$0$0
PAMELA S BRADFORDTRUSTEE
Trustee or director
2$0$0
NORMAN D DARDEN IIITRUSTEE (AS OF 2/2025)
Trustee or director
2$0$0
DAVID W FRANTZ MDTRUSTEE
Trustee or director
2$0$0
DANIEL L FRAZIERTRUSTEE
Trustee or director
2$0$0
12 more people on this return
NameTitleHours / weekCompensation
BECKY W GILESTRUSTEE (THRU 2/2025)
Trustee or director
2$0
MELISSA W JOHNSONTRUSTEE (THRU 2/2025)
Trustee or director
2$0
ELIZABETH B LAUNDONTRUSTEE
Trustee or director
2$0
ROBERT S LOCKRIDGE JR MDTRUSTEE (THRU 2/2025)
Trustee or director
2$0
PAUL R MUDRICK MDTRUSTEE (AS OF 2/2025)
Trustee or director
2$0
ANNE R MCVEIGHTRUSTEE (THRU 2/2025)
Trustee or director
2$0
ROBERT M O'BRIAN SRTRUSTEE
Trustee or director
2$0
WILLIAM W PERKINSTRUSTEE
Trustee or director
2$0
PATRICIA H PRICETRUSTEE
Trustee or director
2$0
DANIEL F SAVAGE III MDTRUSTEE (AS OF 2/2025)
Trustee or director
2$0
THOMAS R STEVENSTRUSTEE
Trustee or director
2$0
DIANE T STROUDTRUSTEE (AS OF 2/2025)
Trustee or director
2$0
990 for the year ended September 30, 2024: 25 people
NameTitleHours / weekCompensationOther / benefits
SEAN HUYETTPRESIDENT/CEO
Officer
38$351,278$72,219
PAUL SHELTONVP/CFO
Officer
38$205,938$15,927
LAURA HUNTERDIRECTOR OF MARKETING
Highest-paid employee
40$163,906$4,083
LORI SWEENEYVP HEALTH SERVICES
Highest-paid employee
40$136,113$10,423
ROBERT CLOSSDIRECTOR OF INFORMATION SYSTEMS
Highest-paid employee
40$119,332$18,097
MARIANNE SANFORDVP MARKETING & DEVELOPMENT
Highest-paid employee
38$111,347$18,019
ASHLEY LAWSONDIRECTOR OF NURSING SERVICES
Highest-paid employee
40$114,336$14,139
ELIZABETH M CONZENCHAIR
Trustee or director, Officer
1$0$0
MARK A STROSNIDERVICE CHAIR
Trustee or director, Officer
1$0$0
SUSAN G ACKLEY THRU 22024TRUSTEE
Trustee or director
1$0$0
PATTIE W AMESTRUSTEE
Trustee or director
1$0$0
MARCUS P BORELTRUSTEE
Trustee or director
1$0$0
PAMELA S BRADFORDTRUSTEE
Trustee or director
1$0$0
DAVID W FRANTZ MDTRUSTEE
Trustee or director
1$0$0
DANIEL L FRAZIERTRUSTEE
Trustee or director
1$0$0
BECKY W GILESTRUSTEE
Trustee or director
1$0$0
MELISSA W JOHNSONTRUSTEE
Trustee or director
1$0$0
ELIZABETH B LAUNDONTRUSTEE
Trustee or director
1$0$0
ROBERT S LOCKRIDGE JR MDTRUSTEE
Trustee or director
1$0$0
ANNE R MCVEIGHTRUSTEE
Trustee or director
1$0$0
ROBERT M O'BRIAN SRTRUSTEE
Trustee or director
1$0$0
WILLIAM W PERKINSTRUSTEE
Trustee or director
1$0$0
PATRICIA H PRICETRUSTEE
Trustee or director
1$0$0
THOMAS R STEVENSTRUSTEE
Trustee or director
1$0$0
WILLIAM A STUART II THRU 22024TRUSTEE
Trustee or director
1$0$0
990 for the year ended September 30, 2023: 25 people
NameTitleHours / weekCompensationOther / benefits
SEAN HUYETTPRESIDENT/CEO
Trustee or director, Officer
38$342,143$71,639
PAUL SHELTONVP/CFO
Officer
38$199,458$17,540
LAURA HUNTERDIR OF MARKETING
Highest-paid employee
40$209,411$4,849
ROBERT CLOSSIT DIRECTOR
Highest-paid employee
40$122,035$19,525
LORI SWEENEYVP HEALTH SERVICES
Highest-paid employee
40$134,753$4,005
DEBORAH CALLAHAN ENDED 922VP MARKETING & DEVELOPMENT
Highest-paid employee
38$121,415$10,129
ASHLEY LAWSON JORDANDIRECTOR OF NURSING
Highest-paid employee
40$123,211$3,455
ELIZABETH M CONZENVICE CHAIR
Trustee or director, Officer
1$0$0
ANNE R MCVEIGHCHAIR
Trustee or director, Officer
1$0$0
WILLIAM W PERKINSTRUSTEE
Trustee or director
1$0$0
ROBERT S LOCKRIDGE JR MDTRUSTEE
Trustee or director
1$0$0
SUSAN G ACKLEYTRUSTEE
Trustee or director
1$0$0
WILLIAM W PAXTONTRUSTEE
Trustee or director
1$0$0
GEORGE D VERMILYA JRTRUSTEE
Trustee or director
1$0$0
BECKY W GILESTRUSTEE
Trustee or director
1$0$0
MELISSA W JOHNSONTRUSTEE
Trustee or director
1$0$0
WILLIAM A STUART IITRUSTEE
Trustee or director
1$0$0
THOMAS R STEVENSTRUSTEE
Trustee or director
1$0$0
ELIZABETH B LAUNDONTRUSTEE
Trustee or director
1$0$0
PATTIE W AMESTRUSTEE
Trustee or director
1$0$0
MARCUS P BORELTRUSTEE
Trustee or director
1$0$0
PAMELA S BRADFORDTRUSTEE
Trustee or director
1$0$0
DAVID W FRANTZ MDTRUSTEE
Trustee or director
1$0$0
ROBERT M O'BRIAN SRTRUSTEE
Trustee or director
1$0$0
MARK A STROSNIDERTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
501 VES ROAD, LYNCHBURG, VA 24503-4638
Principal officer (990 for 2024)
PAUL SHELTON, 501 VES ROAD, LYNCHBURG, VA 24503
Signed the 990
PAUL SHELTON, VP & CFO
Phone
(434) 386-3533
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

THE MISSION OF WCL IS TO OPERATE A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY GUIDED BY CHRISTIAN IDEALS WHICH PROMOTE INDEPENDENCE AND DIGNITY, PROVIDING QUALITY HOUSING, HEALTH CARE AND SECURITY TO RESIDENTS IN A FISCALLY RESPONSIBLE MANNER.

990 for the year ended September 30, 2025

Program accomplishments

  • WCL IS DESIGNED TO OPERATE A NONPROFIT CONTINUING CARE RETIREMENT COMMUNITY, GUIDED BY CHRISTIAN IDEALS WHICH PROMOTE INDEPENDENCE AND DIGNITY, PROVIDING QUALITY HOUSING, HEALTH CARE AND SECURITY TO RESIDENTS IN A FISCALLY RESPONSIBLE MANNER. WCL HAD TOTAL OF 421 UNITSACROSS INDEPENDENT LIVING, ASSISTED LIVING, AND THE HEALTH CENTER, WITH APPROXIMATELY 97% OF THE INDEPENDENT LIVING UNITS OCCUPIED AS OF SEPTEMBER 30, 2025. WCL IS COMMITTED TO A PROGRAM OF SERVICES WHICH PROVIDE RESIDENTS WITH HOUSING, HEALTHCARE, SECURITY AND A VARIETY OF ACTIVITIES AND SERVICES.
    Expenses $36,023,378 · revenue $36,259,865

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
54-0988608
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1975
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P750)
Assets (IRS master file)
$152,793,497
Income (IRS master file)
$40,140,586

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$40,140,586$37,133,242$152,793,497XML
990September 2024$38,670,775$36,221,531$147,411,691XML
990September 2023$36,892,402$35,584,427$144,600,945XML
990September 2022$31,495,344$32,651,534$137,296,151IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-0988608).

Questions about PAUL SHELTON HCSR

What is the EIN of PAUL SHELTON HCSR?
The employer identification number (EIN) of PAUL SHELTON HCSR is 54-0988608.
Is PAUL SHELTON HCSR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to PAUL SHELTON HCSR tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PAUL SHELTON HCSR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PAUL SHELTON HCSR due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PAUL SHELTON HCSR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of PAUL SHELTON HCSR?
The 990 for the year ended September 30, 2025 names PAUL SHELTON.
Who are the officers and directors of PAUL SHELTON HCSR?
The 990 for the year ended September 30, 2025 lists 27 people; 7 received compensation from the organization, the highest $373,246 (SEAN HUYETT, PRESIDENT/CEO).
How much revenue does PAUL SHELTON HCSR have?
On its 990 for the year ended September 30, 2025 it reported revenue of $40,140,586, expenses of $37,133,242 and total assets of $152,793,497 at year end.

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