Nonprofit · EIN 58-6081470
ANNANDALE AT SUWANEE INC
Tax-exempt · SUWANEE, GA 30024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,981,975 | $15,776,849 | $1,205,126 | $19,720,496 | $1,750,327 | $17,970,169 |
| June 30, 2024 | 990 | $14,240,951 | $14,272,080 | -$31,129 | $18,641,645 | $1,876,602 | $16,765,043 |
| June 30, 2023 | 990 | $16,700,962 | $13,467,595 | $3,233,367 | $18,201,854 | $1,405,682 | $16,796,172 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,782,668
- Program service revenue
- $11,096,768
- Investment income
- $94,144
- Net gain from sales of assets
- -$15,529
- Net income from fundraising events
- -$33,895
- Net income from gaming
- $5,415
- Net income from sales of inventory
- $940
- Other revenue
- $8,395
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $629,234
- Other salaries and wages
- $7,846,617
- Salaries, compensation and benefits (total)
- $10,084,792
- Professional fundraising fees
- $0
- Legal fees
- $27,546
- Accounting fees
- $98,209
- Occupancy
- $589,389
- Travel
- $26,208
- Depreciation
- $694,491
- Program services (functional)
- $13,431,548
- Management and general (functional)
- $2,000,749
- Fundraising (functional)
- $344,552
Balance sheet and other
- Total assets, start of year
- $18,641,645
- Total assets, end of year
- $19,720,496
- Total liabilities, end of year
- $1,750,327
- Net assets, end of year
- $17,970,169
- Land, buildings and equipment
- $16,999,380
- Net assets without donor restrictions
- $16,235,657
- Net assets with donor restrictions
- $1,734,512
- Gross receipts
- $17,101,433
- Employees
- 239
- Volunteers
- 292
- Year formed
- 1969
- State of legal domicile
- GA
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 |
|---|---|---|---|---|
| Adam Pomeranz | President/Executive Director Trustee or director, Officer | 39 | $350,351 | $41,750 |
| Laura MacPherson | Chief Financial Officer Officer | 37.5 | $230,132 | $26,483 |
| Kayce Pearce | Chief Development Officer Highest-paid employee | 40 | $173,178 | $14,233 |
| Michelle Mohrman | Chief Human Resources Officer Highest-paid employee | 40 | $169,574 | $15,557 |
| Bryan Benfield | Past Chair Trustee or director, Officer | 0.8 | $0 | $0 |
| Christopher L Bear | Secretary Trustee or director, Officer | 0.8 | $0 | $0 |
| Lisa Jackson | Vice Chair Trustee or director, Officer | 2.7 | $0 | $0 |
| Mark A Graves | Treasurer Trustee or director, Officer | 0.6 | $0 | $0 |
| Noah Levy | Exec Com At Large Trustee or director, Officer | 0.5 | $0 | $0 |
| Tyler Heard | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Alice Cunningham | Director Trustee or director | 0.3 | $0 | $0 |
| AnneMarie Scully | Director Trustee or director | 0.6 | $0 | $0 |
| Cheryl MacMillan | Director Trustee or director | 0.5 | $0 | $0 |
| Claire Gordon | Director Trustee or director | 0.5 | $0 | $0 |
| Justin Abernathy | Director Trustee or director | 0.7 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristi Cohron | Director Trustee or director | 0.3 | $0 |
| Pankti Desai Rogers | Director Trustee or director | 0.5 | $0 |
| Robert Long | Director Trustee or director | 0.5 | $0 |
| Robert Ponder | Emeritus Trustee or director | 2.5 | $0 |
| Sarah Randal Watchko | Director Trustee or director | 0.6 | $0 |
| Stephen Fleece | Director Trustee or director | 0.3 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADAM POMERANZ | PRESIDENT/EXECUTIVE DIRECT Trustee or director, Officer | 39 | $226,475 | $63,193 |
| LAURA MACPHERSON | CHIEF FINANCIAL OFFICER Officer | 37.5 | $136,706 | $18,672 |
| ROBERT O'ROUKE | CHIEF PROGRAM OFFICER Highest-paid employee | 40 | $123,540 | $6,657 |
| MICHELLE MOHRMAN | CHIEF HUMAN RESOURCES OFFICER Highest-paid employee | 40 | $118,708 | $8,947 |
| KAYCE PEARCE | CHIEF MKTG. AND DEV. OFFICER Highest-paid employee | 40 | $109,048 | $8,803 |
| BRYAN BENFIELD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TYLER HEARD | VICE-CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| NOAH LEVY | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| ROBERT PONDER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| SUZANNE MOLOCK | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LISA JACKSON | EXEC COM AT LARGE Trustee or director | 0.5 | $0 | $0 |
| CHARLES A LOTZ | EMERITUS Trustee or director | 0.5 | $0 | $0 |
| STEVE GAULTNEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHRISTOPHER BEAR | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHERYL MACMILLAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SARAH WATCHKO | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| THOMAS SMITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ANNEMARIE SCULLY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| PANKTI DESAI ROGERS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JUSTIN ABERNATHY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARK GRAVES | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADAM POMERANZ | PRESIDENT/EXECUTIVE DIRECT Trustee or director, Officer | 40 | $226,475 | $63,193 |
| LAURA MACPHERSON | CHIEF FINANCIAL OFFICER Officer | 40 | $136,706 | $18,671 |
| ROBERT O'ROUKE | CHIEF PROGRAM OFFICER Highest-paid employee | 40 | $123,540 | $6,657 |
| MICHELLE MOHRMAN | CHIEF HUMAN RESOURCES OFFICER Highest-paid employee | 40 | $118,708 | $8,947 |
| KAYCE PEARCE | CHIEF DEVELOPMENT AND MARK Highest-paid employee | 40 | $109,048 | $8,803 |
| BRYAN BENFIELD | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| TYLER HEARD | VICE-CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| NOAH LEVY | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| ROBERT PONDER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| SUSAN MOLOCK | PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| LISA JACKSON | EXEC COM AT LARGE Trustee or director | 0.5 | $0 | $0 |
| CHARLES A LOTZ | EMERITUS Trustee or director | 0.5 | $0 | $0 |
| STEVE GAULTNEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHRIS BEAR | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHERYL MACMILLAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SARAH WATCHKO | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| THOMAS SMITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3500 ANNANDALE LN, SUWANEE, GA 30024-2150
- In care of
- % LAURA MACPHERSON
- Principal officer (990 for 2024)
- ADAM POMERANZ, 3500 Annandale Lane, Suwanee, GA 30024
- Signed the 990
- ADAM POMERANZ, PRESIDENT/EXECUTIVE DIRECT
- Phone
- (770) 945-8381
- Website
- WWW.ANNANDALE.ORG
- Return prepared by
- Mauldin & Jenkins LLC
Mission
TO PERPETUATE A VILLAGE COMMUNITY TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH DEVELOPMENTAL DISABILITIES SO THAT THEY CAN MAXIMIZE THEIR ABILITIES AND MAINTAIN THEIR INDEPENDENCE IN THE LEAST RESTRICTIVE ENVIRONMENT.
Program accomplishments
- FOUNDED IN 1969, THE MISSION OF ANNANDALE VILLAGE IS TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH INTELLECTUAL DISABILITIES AND ACQUIRED BRAIN INJURIES SO THAT THEY CAN MAXIMIZE THEIR ABILITIES AND MAINTAIN THEIR INDEPENDENCE IN THE LEAST RESTRICTIVE ENVIRONMENT. CHARACTERISTICALLY, INDIVIDUALS SERVED AT ANNANDALE VILLAGE ARE 18 YEARS OF AGE OR OLDER WITH A PRIMARY DIAGNOSIS OF AN INTELLECTUAL DISABILITY, DOWN SYNDROME, AUTISM, CEREBRAL PALSY, OTHER DEVELOPMENTAL DISABILITY, OR HAVE EXPERIENCED A TRAUMATIC BRAIN INJURY. ANNANDALE VILLAGE OFFERS BOTH RESIDENTIAL AND NON-RESIDENTIAL PROGRAMS AND SERVICES THAT PROVIDE A BALANCE OF STRUCTURE, FREEDOM, ENCOURAGEMENT, INSTRUCTION AND FULFILLMENT. ANNANDALE'S FOCUS ON INDIVIDUAL DEVELOPMENT AND PERSONAL CARE INCLUDES: RESIDENTIAL LIVING SERVICES, ASSISTED LIVING, A SKILLED NURSING CENTER, ON-CAMPUS HEALTH SERVICES, COUNSELING SERVICES, OCCUPATIONAL THERAPY, EDUCATIONAL PROGRAMMING, VOCATIONAL TRAINING AND JOB PLACEMENT, AND A VAST ARRAY OF COMMUNITY INCLUSION ACTIVITIES. TODAY, ANNANDALE VILLAGE IS THE ONLY NONPROFIT IN THE STATE OF GEORGIA TO OFFER MEN AND WOMEN WITH DEVELOPMENTAL DISABILITIES A LIFETIME CONTINUUM OF SERVICE AND CARE. IN RECOGNITION OF ITS STANDARD FOR EXCELLENCE, ANNANDALE'S D. SCOTT HUDGENS CENTER FOR SKILLED NURSING WAS RECENTLY NAMED ONE OF THE "BEST NURSING HOMES" IN THE COUNTRY BY U.S. NEWS & WORLD REPORT. OF MORE THAN 16,000 NURSING HOMES IN THE UNITED STATES, THE CENTER RANKED HIGHEST AMONG ALL NURSING HOMES IN THE STATE OF GEORGIA, AND IS RANKED AMONG THE TOP ONE-PERCENT OF ALL NURSING HOMES IN THE UNITED STATES.Expenses $13,431,548 · revenue $11,096,768
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
- 58-6081470
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F34Z)
- Assets (IRS master file)
- $19,720,496
- Income (IRS master file)
- $17,101,433
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,981,975 | $15,776,849 | $19,720,496 | IRS |
| 990 | June 2024 | $14,240,951 | $14,272,080 | $18,641,645 | IRS |
| 990 | June 2023 | $16,700,962 | $13,467,595 | $18,201,854 | XML |
| 990 | June 2022 | $16,013,785 | $12,523,578 | $15,093,838 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 58-6081470).
Questions about ANNANDALE AT SUWANEE INC
- What is the EIN of ANNANDALE AT SUWANEE INC?
- The employer identification number (EIN) of ANNANDALE AT SUWANEE INC is 58-6081470.
- Is ANNANDALE AT SUWANEE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to ANNANDALE AT SUWANEE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ANNANDALE AT SUWANEE 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 ANNANDALE AT SUWANEE 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 ANNANDALE AT SUWANEE 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 ANNANDALE AT SUWANEE INC?
- The 990 for the year ended June 30, 2025 names ADAM POMERANZ.
- Who are the officers and directors of ANNANDALE AT SUWANEE INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 4 received compensation from the organization, the highest $350,351 (Adam Pomeranz, President/Executive Director).
- How much revenue does ANNANDALE AT SUWANEE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,981,975, expenses of $15,776,849 and total assets of $19,720,496 at year end.
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All nonprofits in SUWANEE · Georgia · Mental health and crisis intervention