Nonprofit · EIN 55-0701159
EDGEWOOD SUMMIT INC
Tax-exempt · CHARLESTON, WV 25302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $15,817,416 | $16,117,681 | -$300,265 | $43,154,705 | $38,842,499 | $4,312,206 |
| June 30, 2024 | 990 | $15,518,412 | $15,134,721 | $383,691 | $41,164,467 | $37,185,592 | $3,978,875 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,000
- Program service revenue
- $15,111,923
- Investment income
- $665,301
- Net rental income
- $23,530
- Net gain from sales of assets
- $189,043
- Other revenue
- $35,192
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $6,018,101
- Salaries, compensation and benefits (total)
- $7,586,163
- Professional fundraising fees
- $0
- Legal fees
- $26,831
- Accounting fees
- $51,446
- Occupancy
- $1,342,017
- Travel
- $57,246
- Depreciation
- $2,374,889
- Program services (functional)
- $12,892,647
- Management and general (functional)
- $3,225,034
Balance sheet and other
- Total assets, start of year
- $41,164,467
- Total assets, end of year
- $43,154,705
- Total liabilities, end of year
- $38,842,499
- Net assets, end of year
- $4,312,206
- Land, buildings and equipment
- $23,523,351
- Publicly traded securities
- $16,474,878
- Net assets without donor restrictions
- $4,312,206
- Gross receipts
- $21,182,269
- Employees
- 295
- Volunteers
- 0
- Year formed
- 1990
- State of legal domicile
- WV
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GEORGE BARKER | ADMINISTRATOR/EXEC DIR AS OF 01/2025 Officer | 40 | $147,886 | $21,037 |
| CHERIE LITTON | DIRECTOR OF MARKETING Highest-paid employee | 40 | $132,857 | $6,802 |
| GREG FABER | MAINTENANCE DIRECTOR Highest-paid employee | 40 | $108,388 | $26,349 |
| VANESSA OWSLEY | DIRECTOR OF NURSING Highest-paid employee | 40 | $102,065 | $22,236 |
| JOHN DERITO | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH KEIGHTLY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| RYAN LINDSAY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KATHLEEN MERRILL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DIANE GOUHIN | EXECUTIVE DIRECTOR (UNTIL 12/31/24) Officer | 40 | $0 | $0 |
| JOE NASSIF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REED SPANGLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FONDA ELLIOT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AUGUSTINUS LOBACH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM PEARCY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM WILCOX | DIRECTOR Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY CONDARAS | DIRECTOR Trustee or director | 1 | $0 |
| BILL MULLET | DIRECTOR Trustee or director | 1 | $0 |
| BETTY IRELAND | DIRECTOR Trustee or director | 1 | $0 |
| KIM BURTON | DIRECTOR Trustee or director | 1 | $0 |
| MARK GRIGSBY | DIRECTOR Trustee or director | 1 | $0 |
| DAVID ELLIOTT | DIRECTOR Trustee or director | 1 | $0 |
| MARY BOND | DIRECTOR Trustee or director | 1 | $0 |
| SUE MCCLUNG | DIRECTOR (AS OF 01/2025) Trustee or director | 1 | $0 |
| NORMA PARKER | DIRECTOR (UNTIL 12/2024) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GEORGE BARKER | ADMINISTRATOR Highest-paid employee | 40 | $148,522 | $24,273 |
| CHERIE LITTON | DIRECTOR OF MARKETING Highest-paid employee | 40 | $127,603 | $6,778 |
| GREG FABER | MAINTENANCE DIRECTOR Highest-paid employee | 40 | $104,207 | $24,915 |
| DIANE GOUHIN | EXECUTIVE DIRECTOR UNTIL 6/2024 Officer | 40 | $0 | $0 |
| REED SPANGLER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH KEIGHTLY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOHN DERITO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KATHLEEN MERRILL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| FONDA ELLIOT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AUGUSTINUS LOBACH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM PEARCY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM WILCOX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN LINDSAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE NASSIF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL MULLET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETTY IRELAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NORMA PARKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY CONDARAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM BURTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAM SIEGRIST | DIRECTOR UNTIL 6/2024 Trustee or director | 1 | $0 | $0 |
| MARK GRIGSBY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYNTHIA BARNETTE | DIRECTOR UNTIL 6/2024 Trustee or director | 1 | $0 | $0 |
| DAVID ELLIOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY BOND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYNTHIA PERSILY | DIRECTOR UNTIL 6/2024 Trustee or director | 1 | $0 | $0 |
| JANE CLINE | DIRECTOR UNTIL 6/2024 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 BAKER LN, CHARLESTON, WV 25302-2900
- In care of
- % DIANE GOUHIN
- Principal officer (990 for 2024)
- JOHN DERITO, 300 BAKER LANE, CHARLESTON, WV 25302
- Signed the 990
- JOHN DERITO, PRESIDENT
- Phone
- (304) 346-2323
- Website
- WWW.EDGEWOODSUMMIT.COM
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE ORGANIZATION'S PRIMARY EXEMPT FUNCTION IS TO PROVIDE, ON A NON-PROFIT BASIS, LONG-TERM CARE FACILITIES IN THE STATE OF WEST VIRGINIA SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF ELDERLY AND INFIRM PERSONS, INCLUDING BUT NOT LIMITED TO HOUSING, BUILDINGS, STRUCTURES, EQUIPMENT, FURNISHINGS, PROGRAMS AND RELATED HEALTH AND OTHER SERVICES CONTRIBUTING TO THEIR HEALTH, SECURITY, HAPPINESS AND PHYSICAL AND MENTAL WELL-BEING. THE MISSION OF EDGEWOOD SUMMIT IS TO PROVIDE AN ATTRACTIVE, CARING, COMFORTABLE SENIOR LIVING COMMUNITY. A SECURE ENVIRONMENT AND QUALITY SERVICE THAT WILL BE THE HALLMARK OF THIS COMMUNITY.
Program accomplishments
- THE ORGANIZATION PROVIDED, ON A NON-PROFIT BASIS, HOUSING, DINING, HOUSEKEEPING, LAUNDRY, TRANSPORTATION, ACTIVITIES, NURSING AND ASSISTED LIVING CARE, MEMORY SUPPORT CARE, AND SKILLED NURSING CARE THROUGH THE OPERATION OF A CCRC - CONTINUUM CARE RETIREMENT COMMUNITY - THAT SERVED 228 RESIDENTS IN 127 INDEPENDENT AND 40 ASSISTED LIVING, 18 MEMORY SUPPORT AND 20 SKILLED NURSING UNITS.Expenses $12,067,451 · revenue $15,147,115
- 1. EDGEWOOD SUMMIT, INC. HAS BEEN OPEN FOR 30 YEARS. APARTMENTS ARE UPGRADED WHEN TURNOVER OCCURS; THIS INCLUDES FRESH PAINT, NEW CARPET. AN ENHANCED UPGRADE TO EACH UNIT INCLUDES - NEW KITCHEN AND BATH CABINETS WITH SOLID SURFACE COUNTERTOPS, NEW LIGHTING, NEW KITCHEN APPLIANCES INCLUDING WASHER AND DRYER. ALL ITEMS WITH A USEFUL LIFE REMAINING ARE DONATED TO HABITAT FOR HUMANITY RESTORE. THESE ITEMS INCLUDE: RANGES, REFRIGERATORS, DISHWASHERS, WASHER/DRYER COMBOS AND KITCHEN AND BATH CABINETS, AND LIGHT FIXTURES. EDGEWOOD SUMMIT TURNED OVER APPROXIMATELY 51 UNITS THIS PAST FISCAL YEAR AND 15 UNITS WERE TOUCHED UP.TOTAL EXPENSES INCURRED: $21,950 (SEE CONTINUATION ON SCHEDULE O)2. ANNUALLY EDGEWOOD SUMMIT, INC. PARTICIPATED IN THE FOLLOWING CHARITABLE ACTIVITIES: > UNION MISSION FOOD DRIVE - NOVEMBER - DECEMBER 2024 > MANNA MEAL FOOD DRIVE - JANUARY - FEBRUARY 2025 > KANAWHA HUMANE ASSOCIATION SUPPLY DRIVE - FEBRUARY - MARCH 2025 > LABELING FOR READ ALOUD - SEPTEMBER 2024 - JUNE 2025 > ALZHEIMER'S FUNDRAISERS/WALK - AUGUST 2024 & OCTOBER 2024 > STUFFING EGGS FOR THE CITY OF SOUTH CHARLESTON (5,000 EGGS) - MARCH - APRIL 2025 > STUFFING EGGS FOR THE CITY OF CHARLESTON (30,000 EGGS) - MARCH - APRIL 2025 > GREEN CHILI SHOOT OUT MARKET MAYHEM EVENT (SUPPORTING PARKINSONS) - MARCH 2025 > PIEDMONT ELEMENTARY "BACK TO SCHOOL DRIVE" - JUNE 2025 > SOUTH CHARLESTON LIBRARY BOOK DONATIONS - JULY 2024 - JUNE 2025 3. EDGEWOOD SUMMIT, INC. WAS A SPONSOR FOR WEST VIRGINIA ALZHEIMER'S MEMORY WALK, WEST VIRGINIA SYMPHONY ORCHESTRA, AND THE CHARLESTON BALLET.TOTAL EXPENSE INCURRED: $6,764,244. IN THE FALL OF 2013 EDGEWOOD SUMMIT, INC. OPENED THE ARTHUR B. HODGES CENTER WITH 20 SKILLED NURSING AND 18 MEMORY SUPPORT UNITS TO COMPLETE THE FULL CONTINUUM OF CARE ON OUR CAMPUS. ALONG WITH THIS ADDITION ALL NEW RESIDENTS MOVING INTO INDEPENDENT LIVING RECEIVE A 20% DISCOUNT FROM FULL CONTRACTUAL RATES AS THEY MOVE THROUGH THE CONTINUUM. FOR THE THEN CURRENT INDEPENDENT LIVING RESIDENTS A PLAN WAS OFFERED WHERE THE CURRENT RESIDENT COULD PAY A ONE-TIME NON-REFUNDABLE DEPOSIT OF $15,000 AND THEY WOULD ALSO RECEIVE THE HEALTH CARE BENEFIT AS THEY MOVED THROUGH THE CONTINUUM. DURING THE FISCAL YEAR ENDING JUNE 30, 2025 EDGEWOOD SUMMIT HAD 17 RESIDENTS MOVE TO HIGHER LEVELS OF CARE AND BEGAN UTILIZING THE 20% DISCOUNT - AL 13, MS 0, AND SN 4.TOTAL EXPENSE INCURRED: $137,865DURING THE FISCAL YEAR ENDING JUNE 30, 2025 EDGEWOOD SUMMIT HAD A TOTAL OF 37 RESIDENTS WITH THE HEALTH CARE BENEFIT RESIDING IN HIGHER LEVELS OF CARE THAT WERE UTILIZING THE 20% DISCOUNT - AL 37, MS 9, AND SN 28.TOTAL EXPENSE INCURRED: $796,038.10 5. DINING SERVICES CONTRIBUTED 25 THANKSGIVING TURKEYS TO VARIOUS NOT FOR PROFITS AND VOLUNTEER ORGANIZATIONS IN THE CHARLESTON COMMUNITYTOTAL EXPENSE INCURRED: $444.37ANNUAL TOTAL EXPENSE FOR COMMUNITY SERVICES $825,196.71Expenses $825,196
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 55-0701159
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75Z)
- Assets (IRS master file)
- $43,154,705
- Income (IRS master file)
- $21,182,269
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $15,817,416 | $16,117,681 | $43,154,705 | IRS |
| 990 | June 2024 | $15,518,412 | $15,134,721 | $41,164,467 | IRS |
| 990 | June 2023 | $13,146,344 | $13,927,059 | $39,518,993 | IRS |
| 990 | June 2022 | $13,418,785 | $13,463,097 | $39,768,204 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about EDGEWOOD SUMMIT INC
- What is the EIN of EDGEWOOD SUMMIT INC?
- The employer identification number (EIN) of EDGEWOOD SUMMIT INC is 55-0701159.
- Is EDGEWOOD SUMMIT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to EDGEWOOD SUMMIT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EDGEWOOD SUMMIT 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 EDGEWOOD SUMMIT INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDGEWOOD SUMMIT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EDGEWOOD SUMMIT INC?
- The 990 for the year ended June 30, 2025 names JOHN DERITO.
- Who are the officers and directors of EDGEWOOD SUMMIT INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 4 received compensation from the organization, the highest $147,886 (GEORGE BARKER, ADMINISTRATOR/EXEC DIR AS OF 01/2025).
- How much revenue does EDGEWOOD SUMMIT INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $15,817,416, expenses of $16,117,681 and total assets of $43,154,705 at year end.
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