Nonprofit · EIN 54-1795871
LEXINGTON RETIREMENT COMMUNITY INC
Tax-exempt · LEXINGTON, VA 24450
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $26,089,048 | $21,729,589 | $4,359,459 | $128,051,402 | $94,970,826 | $33,080,576 |
| December 31, 2024 | 990 | $23,050,680 | $20,961,354 | $2,089,326 | $120,608,661 | $96,780,838 | $23,827,823 |
| December 31, 2023 | 990 | $21,656,710 | $19,827,750 | $1,828,960 | $113,718,505 | $94,323,003 | $19,395,502 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $618,211
- Program service revenue
- $21,533,626
- Investment income
- $3,469,413
- Net rental income
- $78,675
- Net gain from sales of assets
- -$22,967
- Other revenue
- $467,798
Expenses
- Grants and similar amounts paid
- $51,050
- Compensation of officers, directors and key employees
- $417,519
- Other salaries and wages
- $7,328,964
- Salaries, compensation and benefits (total)
- $9,793,194
- Professional fundraising fees
- $0
- Legal fees
- $9,782
- Accounting fees
- $207,528
- Occupancy
- $1,210,492
- Travel
- $39,473
- Depreciation
- $3,864,011
- Program services (functional)
- $15,742,934
- Management and general (functional)
- $5,975,650
- Fundraising (functional)
- $11,005
Balance sheet and other
- Total assets, start of year
- $120,608,661
- Total assets, end of year
- $128,051,402
- Total liabilities, end of year
- $94,970,826
- Net assets, end of year
- $33,080,576
- Land, buildings and equipment
- $59,459,152
- Publicly traded securities
- $44,903,309
- Net assets without donor restrictions
- $30,204,571
- Net assets with donor restrictions
- $2,876,005
- Gross receipts
- $26,938,598
- Employees
- 224
- Volunteers
- 24
- Year formed
- 1995
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| FELICIA DIPRONIO BUSH | CFO Officer | 50 | $230,780 | $27,056 |
| ADAM FELDBAUER | HEALTH SERVICES ADMINISTRATOR Highest-paid employee | 50 | $161,712 | $24,967 |
| TRACY WALLACE | DIRECTOR OF NURSING Highest-paid employee | 50 | $126,020 | $45,462 |
| ADAM DAY | CHIEF EXECUTIVE OFFICER Officer | 50 | $140,886 | $23,797 |
| GERALD WAYNE FERGUSON | IT DIRECTOR Highest-paid employee | 50 | $114,216 | $36,951 |
| MADISON CARTER | HUMAN RESOURCES DIRECTOR Highest-paid employee | 50 | $102,435 | $18,693 |
| JENNIFER HICKEY | DIRECTOR OF CULINARY SERVICES Highest-paid employee | 50 | $100,568 | $2,687 |
| PAMELA LUECKE | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| MICHELE HENTZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GEORGE MERCE BROOKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID GRIZZLE | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MARK KEELEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELIZABETH BRANNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDOLPH HARE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PRISCILLA BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER RUSSELL | BOARD MEMBER - LEFT MAY 2025 Trustee or director | 1 | $0 |
| HARRY WARNER JR | BOARD MEMBER Trustee or director | 1 | $0 |
| BRUCE SUMMERS | BOARD MEMBER Trustee or director | 1 | $0 |
| NATASHA WALSH | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN RUSSELL | SECRETARY - LEFT MAY 2025 Trustee or director, Officer | 1 | $0 |
| BENNETT ROSS | TREASURER Trustee or director, Officer | 1 | $0 |
| LINDA WILDER | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| THOMAS GOSSE | BOARD MEMBER Trustee or director | 1 | $0 |
| COLIN REID | BOARD MEMBER Trustee or director | 1 | $0 |
| VALERIE MOLITERNO | BOARD MEMBER Trustee or director | 1 | $0 |
| HELEN DIANNE HERRICK | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAN BIGELOW | CHIEF EXECUTIVE OFFICER Officer | 50 | $294,477 | $30,605 |
| FELICIA DIPRONIO BUSH | CFO AND INTERIM CEO Officer | 50 | $186,577 | $22,537 |
| ADAM FELDBAUER | HEALTH SERVICES ADMINISTRATOR Highest-paid employee | 50 | $143,820 | $17,856 |
| GERALD WAYNE FERGUSON | IT DIRECTOR Highest-paid employee | 50 | $110,147 | $34,678 |
| TODD PEGG | DIRECTOR OF FACILITY SERVICES Highest-paid employee | 50 | $109,213 | $34,968 |
| PAMELA LUECKE | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| MICHELE HENTZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GEORGE MERCE BROOKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID GRIZZLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK KEELEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELIZABETH BRANNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDOLPH HARE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PRISCILLA BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER RUSSELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HARRY WARNER JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRUCE SUMMERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NATASHA WALSH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DREWRY SACKETT | BOARD MEMBER - LEFT MAY 2024 Trustee or director | 1 | $0 | $0 |
| JAMES ADAMS | BOARD MEMBER - LEFT MAY 2024 Trustee or director | 1 | $0 | $0 |
| KAREN RUSSELL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BENNETT ROSS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LINDA WILDER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAN BIGELOW | CHIEF EXECUTIVE OFFICER Officer | 50 | $246,723 | $29,797 |
| FELICIA DIPRONIO BUSH | CHIEF FINANCIAL OFFICER Officer | 50 | $152,956 | $20,211 |
| BRANDY HOSTETTER | DIR. OF NURSING Highest-paid employee | 50 | $110,427 | $20,959 |
| MEGAN WHORLEY | HUMAN RESOURCES DIRECTOR Highest-paid employee | 50 | $103,082 | $20,036 |
| PAMELA LUECKE | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| LINDA WILDER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BENNETT ROSS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KAREN RUSSELL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PRISCILLA BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HARLAN BECKLEY | BOARD MEMBER (LEFT MAY 2023) Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER RUSSELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DREWRY SACKETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRUCE SUMMERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NATASHA WALSH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID GRIZZLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDOLPH HARE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN WHITSITT | BOARD MEMBER (LEFT JULY 2023) Trustee or director | 1 | $0 | $0 |
| ELIZABETH BRANNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK KEELEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES ADAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT HUCH | BOARD MEMBER (UNTIL 08/23) Trustee or director | 1 | $0 | $0 |
| DAVID ELLINGTON | BOARD MEMBER (UNTIL 01/23) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 160 KENDAL DR, LEXINGTON, VA 24450-1786
- In care of
- % JOYCE CLARK
- Principal officer (990 for 2025)
- PAMELA LUECKE, 160 KENDAL DRIVE, LEXINGTON, VA 24450
- Signed the 990
- PAMELA LUECKE, BOARD CHAIR
- Phone
- (540) 463-1910
- Website
- WWW.KALEX.KENDAL.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
KENDAL AT LEXINGTON, A NOT-FOR-PROFIT LIFE PLAN COMMUNITY, GROUNDED IN QUAKER VALUES, PROVIDES OPPORTUNITIES FOR A DIVERSE POPULATION OF OLDER ADULTS FROM THE LEXINGTON, BUENA VISTA, AND ROCKBRIDGE COUNTY, VIRGINIA AREAS AND BEYOND, TO LIVE IN A (CONTINUED ON SCHEDULE O) VIBRANT, CARING COMMUNITY THAT PROMOTES HEALTHFUL AND MEANINGFUL AGING.
Program accomplishments
- LEXINGTON RETIREMENT COMMUNITY, INC. OWNS AND OPERATES A LIFE PLAN COMMUNITY WHICH CURRENTLY CONSISTS OF 150 INDEPENDENT LIVING RESIDENCES IN COTTAGES AND APARTMENTS, 19 ASSISTED LIVING APARTMENTS WITH CAPACITY OF 20 RESIDENTS AND A 60 BED SKILLED NURSING FACILITY.Expenses $15,742,934 · grants $51,050 · revenue $21,822,773
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 54-1795871
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $128,051,402
- Income (IRS master file)
- $26,938,598
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $26,089,048 | $21,729,589 | $128,051,402 | XML |
| 990 | December 2024 | $23,050,680 | $20,961,354 | $120,608,661 | XML |
| 990 | December 2023 | $21,656,710 | $19,827,750 | $113,718,505 | XML |
| 990 | December 2022 | $20,631,942 | $18,744,988 | $107,075,369 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 54-1795871).
Questions about LEXINGTON RETIREMENT COMMUNITY INC
- What is the EIN of LEXINGTON RETIREMENT COMMUNITY INC?
- The employer identification number (EIN) of LEXINGTON RETIREMENT COMMUNITY INC is 54-1795871.
- Is LEXINGTON RETIREMENT COMMUNITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to LEXINGTON RETIREMENT COMMUNITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEXINGTON RETIREMENT COMMUNITY INC 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 LEXINGTON RETIREMENT COMMUNITY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEXINGTON RETIREMENT COMMUNITY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LEXINGTON RETIREMENT COMMUNITY INC?
- The 990 for the year ended December 31, 2025 names PAMELA LUECKE.
- Who are the officers and directors of LEXINGTON RETIREMENT COMMUNITY INC?
- The 990 for the year ended December 31, 2025 lists 26 people; 7 received compensation from the organization, the highest $230,780 (FELICIA DIPRONIO BUSH, CFO).
- How much revenue does LEXINGTON RETIREMENT COMMUNITY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $26,089,048, expenses of $21,729,589 and total assets of $128,051,402 at year end.
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