2023-11-15T09:34:19-06:00 2022-12-31 440160260 FORVIS LLP 901 EAST CARY STREET SUITE 1000 RICHMOND VA 23219 990 2022-01-01 540577900 THE VIRGINIA HOME VIRG 8043594093 1101 HAMPTON STREET RICHMOND VA 23220 JOSEPH C FISHER CHIEF FINANCIAL OFFICER 8043594093 2023-11-07 1 JOSEPH FISHER 999009999 0 AMY BIBBY P00445891 8042827636 2023-11-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUGLAS H VAUGHAN JR 1101 HAMPTON STREET RICHMOND VA 23220 32468768 0 X THEVIRGINIAHOME.ORG X 1894 VA LONG-TERM CARE FOR PERSONS WITH IRREVERSIBLE PHYSICAL DISABILITIES. 16 16 296 203 761127 552833 9495822 5907065 12977666 21591401 12102517 3364618 29316 50115 34605321 30913199 0 0 0 0 14528073 16940146 0 0 568372 5199151 5404862 19727224 22345008 14878097 8568191 132722142 128363943 10703867 9965269 122018275 118398674 X THE VIRGINIA HOME PROVIDES COMPASSIONATE AND PROFESSIONAL RESIDENTIAL CARE TO ADULT VIRGINIANS WITH IRREVERSIBLE PHYSICAL DISABILITIES, ENSURING THAT THEIR LIFELONG COMFORT AND SECURITY WILL NEVER BE COMPROMISED, REGARDLESS OF THE ABILITY TO PAY. 0 0 17884492 21591401 RESIDENTS LIVING AT THE VIRGINIA HOME REQUIRE AROUND-THE-CLOCK CARE. IN ADDITION TO PROVIDING PROFESSIONAL NURSING SUPPORT, WE GIVE EACH PERSON AN OPPORTUNITY TO LIVE A LIFE WITH DIGNITY, RESPECT, AND PROVIDE EACH PERSON THE CHANCE TO PURSUE PERSONAL DREAMS AND ENJOY NEW EXPERIENCES REGARDLESS OF THE PHYSICAL CHALLENGES ONE MAY FACE.THE VIRGINIA HOME PROVIDES OUTSTANDING NURSING, DENTAL AND MEDICAL SERVICES TO ENSURE THE COMFORT AND CONVENIENCE OF ALL RESIDENTS. SERVICES INCLUDE:- COMPLETE 24-HOUR NURSING CARE AND A FULL-TIME MEDICAL DIRECTOR- PRIVATE ROOMS, DAILY HOUSEKEEPING, AND WEEKLY LAUNDRY SERVICE- PHYSICAL, OCCUPATIONAL, RECREATIONAL, AND SPEECH THERAPY- PRIVATE TRANSPORTATION SERVICES VIA A FLEET OF SIX VEHICLES- THERAPEUTIC RECREATION OPPORTUNITIES BOTH ON-SITE AND OUT IN THE COMMUNITY- ON-SITE ROUTINE DENTAL SERVICES IN OUR FULLY-EQUIPPED DENTAL CLINIC- COUNSELING SERVICES FOR RESIDENTS AND THEIR FAMILIES- WHEELCHAIR REPAIR AND MAINTENANCE- ACCESS TO ADAPTIVE AND ASSISTIVE TECHNOLOGY- MULTI-DAY TRIPS TO EXCITING DESTINATIONS THROUGH OUR COMMUNITY INTEGRATION DEPARTMENT AND OUR TRAVEL SCHOLARSHIP PROGRAM- FOR OFF-SITE MEDICAL CARE, WE TRANSPORT RESIDENTS TO AND FROM REGIONAL HOSPITALS AND MEDICAL PROVIDERS. STAFF MEMBERS ACCOMPANY ALL RESIDENTS TO ANY OFF-SITE APPOINTMENT IF REQUESTED. 17884492 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 20 0 1 296 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 VA X JOSEPH C FISHER 8042548828 1101 HAMPTON STREET RICHMOND VA 23220 KIRSTI A GOODWIN CHAIR 2.00 X X 0 0 0 ASHLEY B BURKE VICE CHAIR 2.00 X X 0 0 0 BARBARA G REAMES TREASURER 2.00 X X 0 0 0 LAURA C STEWART SECRETARY 2.00 X X 0 0 0 JEAN BENSON III TRUSTEE 2.00 X 0 0 0 ILVY COTTERELL TRUSTEE 2.00 X 0 0 0 JEFF GALANTI TRUSTEE 2.00 X 0 0 0 SUSAN T GOODEN TRUSTEE 2.00 X 0 0 0 MARGARET CHASE HAGER TRUSTEE 2.00 X 0 0 0 BRUCE P D KUPPER TRUSTEE 2.00 X 0 0 0 BARBARA A LOVELL TRUSTEE 2.00 X 0 0 0 KATHLEEN M MCCAULEY TRUSTEE 2.00 X 0 0 0 ANNE L MCCRACKEN TRUSTEE 2.00 X 0 0 0 JOEL M MCCRAY TRUSTEE 2.00 X 0 0 0 YVONNE M STONEBURNER TRUSTEE 2.00 X 0 0 0 ANNE HARP VAETH TRUSTEE 2.00 X 0 0 0 JOSEPH C FISHER CHIEF FINANCIAL OFFICER 40.00 X 143627 0 18638 WILLIAM E COLEMAN III EXECUTIVE VICE PRESIDENT/COO 40.00 X 194572 0 33192 DOUGLAS H VAUGHAN JR PRESIDENT AND CEO 40.00 X 255404 0 31149 DR MARY E SIMMERS MEDICAL DIRECTOR 40.00 X 418713 0 13102 MICHAEL DOWDY VICE PRESIDENT FOR ADVANCEMENT 40.00 X 183725 0 21602 BRENDA MIZELLE DIRECTOR OF SPEECH THERAPY 40.00 X 157124 0 6234 COLLEEN LOBB DIRECTOR OF NURSING 40.00 X 146605 0 28351 STACEY F THOMAS DIRECTOR OF PHYSICAL THERAPY 40.00 X 144384 0 12846 BELINDA FALCONER DIRECTOR OF DEVELOPMENT 40.00 X 120632 0 11536 THOMAS COLEMAN WHEELCHAIR TECHNICIAN 40.00 X 116628 0 4430 SUZANNE G PATERA INFECTION PREVENTIONIST 40.00 X 113516 0 9532 1994930 0 190612 18 0 1 0 0 294590 4223685 1388790 5907065 NET PATIENT SERVICES REVENUE 623000 21591401 21591401 21591401 1319232 761127 558105 62158 0 62158 62158 62158 3500000 1454614 2045386 2045386 2045386 24875 294590 100955 -76080 -76080 OTHER OPERATING REVENUE 623990 64037 64037 64037 30913199 21591401 761127 2653606 1477083 1271756 205327 16643 16643 12746175 12328774 281778 135623 192175 56336 135839 1460696 1233727 210935 16034 1047374 906978 118666 21730 39905 39905 116660 116660 30000 30000 671781 671781 24386 6827 17559 161197 6686 154511 121654 121654 15493 15493 231664 231664 771880 757467 14413 302085 302085 UBI TAX 85594 85594 THERAPY SUPPLIES 1039016 946241 66197 26578 FOOD 644439 644439 SERVICE CONTRACTS & REP 579891 544661 35230 569217 442399 118249 8569 22345008 17884492 3892144 568372 584651 1830294 1889013 4090940 690792 1422456 154844 103766 28390860 21562214 7327473 6828646 121967482 108891817 107887 5196024 132722142 128363943 1929694 2328545 69713 0 6375987 7636724 2328473 0 10703867 9965269 X 113384827 112361326 8633448 6037348 122018275 118398674 132722142 128363943 X 8568191 -11374268 -813524 X X 0 1 X 1 0 X 1268499 1966435 1655731 9495822 5907065 20293552 10134570 10616298 11582787 12977666 21591401 66902722 11403069 12582733 13238518 22473488 27498466 87196274 288782 91987 46550 68700 66700 562719 0 288782 91987 46550 68700 66700 562719 86633555 1391547 1459137 1138468 1114116 1381390 6484658 1391547 1459137 1138468 1114116 1381390 6484658 136961 30028 6967 1700 64037 239693 12931577 14071898 14383953 23589304 28943893 93920625 0.92240 0.90960 0.06900 0.07980 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER OPERATING REVENUE - 2018 AMOUNT: $ 136,961. 2019 AMOUNT: $ 30,028. 2020 AMOUNT: $ 6,967. 2021 AMOUNT: $ 1,700. 2022 AMOUNT: $ 64,037. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 30000 0 0 30000 0 PART II-B, LINE 1: $30,000 PAID TO WILLIAMS MULLEN TO ENGAGE IN LOBBYING ACTIVITY ON BEHALF OF THE VIRGINIA HOME. 8633450 124873 -1653648 1067327 6037348 6084906 2226794 476672 154922 8633450 5448907 221391 474184 59576 6084906 4691537 591499 638932 473061 5448907 5249857 386094 -561168 383246 4691537 0.67900 0.32100 0 0 1122714 1122714 21559652 17233726 4325926 5287676 3949907 1337769 420818 378581 42237 6828646 ALTERNATIVE INVESTMENTS 102979345 F BENEFICIAL INTEREST IN TRUST FUND 5912472 F 108891817 X 18154581 -11374268 -813524 -12187792 30342373 671781 -100955 570826 30913199 21774182 100955 100955 21673227 671781 671781 22345008 PART V, LINE 4: THE PRIMARY PURPOSE OF ENDOWMENT IS SUPPORT OF OPERATIONS. PART X, LINE 2: THE HOME HAS RECEIVED DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE STATING IT IS EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA, EXCEPT FOR UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES WAS RECORDED FOR THE YEAR ENDED DECEMBER 31, 2022 AND 2021. THE HOME HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2022 AND 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: DECREASE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS -1,653,648. GAIN ON PENSION SETTLEMENT 840,124. PART XI, LINE 4B - OTHER ADJUSTMENTS: STORIES OF COURAGE & GRACE FUNDRAISING EVENT EXPENSES -100,955. PART XII, LINE 2D - OTHER ADJUSTMENTS: STORIES OF COURAGE & GRACE FUNDRAISING EVENT EXPENSES 100,955. STORIES OF COURAGE & GRACE 319465 294590 24875 27948 65000 8007 319465 294590 24875 27948 65000 8007 100955 -76080 X 1 1 0 0 0 0 0 0 0 DR MARY E SIMMERS MEDICAL DIRECTOR 186794 0 541 0 231378 0 4152 0 8950 0 431815 0 0 0 DOUGLAS H VAUGHAN JR PRESIDENT AND CEO 254202 0 1202 0 0 0 22199 0 8950 0 286553 0 0 0 WILLIAM E COLEMAN III EXECUTIVE VICE PRESIDENT/COO 193377 0 1195 0 0 0 24252 0 8940 0 227764 0 0 0 MICHAEL DOWDY VICE PRESIDENT FOR ADVANCEMENT 180455 0 1195 0 2075 0 15665 0 5937 0 205327 0 0 0 COLLEEN LOBB DIRECTOR OF NURSING 145353 0 1252 0 0 0 19652 0 8699 0 174956 0 0 0 BRENDA MIZELLE DIRECTOR OF SPEECH THERAPY 155872 0 1252 0 0 0 4656 0 1578 0 163358 0 0 0 JOSEPH C FISHER CHIEF FINANCIAL OFFICER 142375 0 1252 0 0 0 10297 0 8341 0 162265 0 0 0 STACEY F THOMAS DIRECTOR OF PHYSICAL THERAPY 143132 0 1252 0 0 0 4226 0 8620 0 157230 0 0 0 PART I, LINES 4A-B MARY E. SIMMERS RECEIVED $231,378 SEVERANCE PAYMENT. NON-QUALIFIED RETIREMENT PLAN ACTIVE PARTICIPANTS: WILLIAM COLEMAN, MICHAEL DOWDY, JOSEPH FISHER, COLLEEN LOBB, MARY SIMMERS, DOUGLAS VAUGHAN, JODY YOUNG; NO DISTRIBUTIONS OCCURRED IN 2022 MOLLY FISHER FAMILY MEMBER OF JOSEPH FISHER, OFFICER 16643 EMPLOYEE COMPENSATION 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CONTROLLER/CFO PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST AGREEMENTS ON AN ANNUAL BASIS. EACH BOARD MEMBER IS REQUIRED BY POLICY TO REPORT POTENTIAL CONFLICT OF INTEREST SITUATIONS AND THE BOARD DETERMINES WHETHER OR NOT THERE IS A CONFLICT. POTENTIAL CONFLICTS ARE REVIEWED AT THE BOARD LEVEL AND PERSONS WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING AND/OR VOTING ON BOARD'S DELIBERATIONS AND DECISIONS. FORM 990, PART VI, SECTION B, LINE 15A REVIEW CONDUCTED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE ON REQUEST. FORM 990, PART XI, LINE 9: DECREASE IN VALUE OF BENEFICIAL INT IN TRUSTS -1,653,648. GAIN ON PENSION SETTLEMENT 840,124. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.