2023-11-09T15:38:25-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-01-01 521368408 NEWPORT NEWS BAPTIST RETIREMENT COMMUNITY INC NEWP 8045219206 3961 STILLMAN PARKWAY GLEN ALLEN VA 23060 CHRISTOPHER MARKWITH CFO 8045219206 2023-11-09 1 CHRISTOPHER MARKWITH 999009999 0 JOHN NORMAN P01506766 7049985200 2023-11-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE CHESAPEAKE JONATHAN COOK 3961 STILLMAN PARKWAY GLEN ALLEN VA 23060 26001077 0 X WWW.LIFESPIRELIVING.ORG X 1969 VA TO PROVIDE "DIGNITY IN LIVING" FOR SENIOR ADULTS WHO RESIDE IN THIS PLANNED SERVICES COMMUNITY, SOME OF WHOM CANNOT AFFORD TO PAY THE FULL COST OF THEIR CARE. 19 19 0 15 0 0 2123320 86249 24020461 25850369 146008 15586 0 0 26289789 25952204 103161 195070 0 0 11009166 12710438 0 0 0 16764899 15004296 27877226 27909804 -1587437 -1957600 81106968 40465798 151133003 113104152 -70026035 -72638354 TO PROVIDE "DIGNITY IN LIVING" FOR SENIOR ADULTS WHO RESIDE IN THIS PLANNED SERVICES COMMUNITY, SOME OF WHOM CANNOT AFFORD TO PAY THE FULL COST OF THEIR CARE. 0 0 25946607 195070 25850369 WE WERE ABLE TO PROVIDE BOTH RESIDENTIAL AND HEALTH CARE SERVICES TO OUR RESIDENTS, SOME OF WHOM ARE UNABLE TO COVER THE FULL COST OF THEIR CARE. WE PROVIDED $195,070 IN SUBSIDIES AND INDIGENCE ALLOWANCES TO OUR RESIDENTS IN 2022, PERTAINING TO 8 RESIDENTS. 25946607 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 42 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X CHRISTOPHER MARKWITH 8045219206 3951 STILLMAN PKWY GLEN ALLEN VA 23060 MR SCOTT CAVE TRUSTEE 1.00 X 0 0 0 REVDAN CARLTON TRUSTEE 1.00 X 0 0 0 MR JAMES BALES TRUSTEE 1.00 X 0 0 0 MSSHARON BROOKS TRUSTEE 1.00 X 0 0 0 REVBERT BROWNING TRUSTEE 1.00 X 0 0 0 DRVALERIE CARTER TRUSTEE 1.00 X 0 0 0 DRTIFFANY FRANKS TRUSTEE 1.00 X 0 0 0 REVNELSON HARRIS TRUSTEE 1.00 X 0 0 0 MR JOHN JUNG TRUSTEE 1.00 X 0 0 0 MR MIKE KECK TRUSTEE 1.00 X 0 0 0 MRSSALLIE MARCHELLO TRUSTEE 1.00 X 0 0 0 MR SAMUEL OAKEY TRUSTEE 1.00 X 0 0 0 MR ARNIE OWENS TRUSTEE 1.00 X 0 0 0 DRPAM PARSONS TRUSTEE 1.00 X 0 0 0 MR JOHN POMA TRUSTEE 1.00 X 0 0 0 MR MATTHEW SCOTT TRUSTEE 1.00 X 0 0 0 MR MIKE SMITH TRUSTEE 1.00 X 0 0 0 JIM POATS TRUSTEE 0.00 X 0 0 0 GARY THOMPSON TRUSTEE 0.00 X 0 0 0 JONATHAN COOK PRESIDENT & CEO 1.00 39.00 X 0 573963 22294 TRACEY JENNINGS COO 1.00 39.00 X 0 264167 19914 CHRIS MARKWITH CFO 1.00 39.00 X 0 268569 11194 JOHN P ROBINSON VP 1.00 39.00 X 0 251649 39901 LISA LEAGER CSO 1.00 X 0 271024 21188 DAVID LOOP EXECUTIVE DIRECTOR 40.00 X 213649 0 34312 213649 1629372 148803 5 0 1 0 SYSCO OF HAMPTON ROADS 7000 HARBOUR VOIEW BLVD SUFFOLK VA 23435 FOOD SERVICE 1185557 SELECT REHABILITATION PO BOX 71985 CHICAGO IL 60694 THERAPY SERVICES 819230 CURA HOSPITALITY PO BOX 743676 ATLANTA GA 30374 FOOD SERVICE 655296 COLONIAL WEBB CONTRACTORS 2820 ACKLEY AVE RICHMOND VA 23228 CONTRACTOR 446121 ACS CONSULTANTS 100 W 2ND ST SUITE 200 HUMMELSTOWN PA 17036 CONSULTANT 337067 19 79350 6899 86249 RESIDENTIAL SERVICES 623000 19532480 19532480 HEALTH CARE SERVICES 623000 5575700 5575700 742189 742189 25850369 63659 63659 800 48873 0 -48873 800 -48073 -48073 25952204 25850369 0 15586 195070 195070 10952868 9955067 997801 208698 191471 17227 826214 758009 68205 722658 715691 6967 1997526 1997526 277062 277062 273887 273887 3103287 3103287 17510 17510 2185224 2185224 4334338 4334338 DIETARY SUPPLIES 2254989 2254989 DUES AND SUBSCRIPTIONS 219013 219013 EQUIPMENT EXPENSE 202710 202710 PROGRAM SUPPLIES 6839 6839 131911 28876 103035 27909804 25946607 1963197 0 40328770 -382780 638600 812646 628400 638280 63630 50838 110573028 76010363 34794875 34562665 3459466 2790630 50315 182910 1142912 1810609 81106968 40465798 1210470 1210875 50086127 48168928 99836406 63724349 151133003 113104152 X -71152676 -73476090 1126641 837736 -70026035 -72638354 81106968 40465798 X -1957600 -477096 -177623 X 0 1 X 1 0 X 107115 99256 880946 2123320 86249 3296886 22154366 23343736 23541955 24020461 25850369 118910887 22261481 23442992 24422901 26143781 25936618 122207773 0 0 0 122207773 94033 311553 36529 69815 63659 575589 94033 311553 36529 69815 63659 575589 22355514 23754545 24459430 26213596 26000277 122783362 0.99530 0.99500 0.00470 0.00500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 202 202 0 PART II-B, LINE 1: A PORTION OF THE ORGANIZATION'S ASSOCIATION DUES IS ALLOCATED TO LOBBYING. 5611490 129561 5741051 5388249 223241 5611490 5265183 123066 5388249 5396282 58293 -189392 5265183 5335266 102715 -41699 5396282 0.80020 0.19980 0 1 1 588568 588568 90688101 62601170 28086931 3279825 2734512 545313 13256910 10440638 2816272 2759624 234043 2525581 34562665 DUE TO AFFILIATES 21580599 DEFERRED ENTRANCE FEES 42143750 63724349 X PART V, LINE 4: VIRGINIA BAPTIST HOMES FOUNDATION, INC., A RELATED ORGANIZATION, HOLDS AND ADMINISTERS ENDOWMENTS FOR ALL OF THE RELATED ORGANIZATIONS LISTED IN SCHEDULE R. THE ENDOWMENTS ARE TO BE USED TOWARDS THE CONTINUATION OF RESIDENT SERVICES. THE AMOUNTS SHOWN IN PART V REPRESENT THE AGGREGATE BALANCE OF THE DONOR-RESTRICTED ASSETS HELD BY THE FOUNDATION ON BEHALF OF ALL RELATED ORGANIZATIONS. PART X, LINE 2: THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE ORGANIZATION ADOPTED ACCOUNTING GUIDANCE REGARDING RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. 1 BENEVOLENCE 8 195070 PART I, LINE 2: THE ORGANIZATION GRANTS ASSISTANCE TOWARDS MONTHLY FEES THROUGH A FINANCIAL AID APPLICATION PROCESS. GRANTS ARE AWARDED IN THE FORM OF A REDUCTION OF RESIDENT MONTHLY FEES. X X 0 0 1 0 0 1 1 0 0 JONATHAN COOK PRESIDENT & CEO 0 399475 0 174488 0 0 0 9909 0 12385 0 596257 0 0 LISA LEAGER CSO 0 251647 0 19377 0 0 0 6686 0 14502 0 292212 0 0 JOHN P ROBINSON VP 0 164721 0 86928 0 0 0 9584 0 30317 0 291550 0 0 TRACEY JENNINGS COO 0 264167 0 0 0 0 0 1423 0 18491 0 284081 0 0 CHRIS MARKWITH CFO 0 237069 0 31500 0 0 0 11194 0 0 0 279763 0 0 DAVID LOOP EXECUTIVE DIRECTOR 186132 0 27517 0 0 0 9116 0 25196 0 247961 0 0 0 PART I, LINE 6 EFFECTIVE IN 2016 THE BOARD OF TRUSTEES IMPLEMENTED AN INCENTIVE COMPENSATION PLAN BASE ON SEVERAL SPECIFIED FACTORS, ONE OF WHICH IS ADJUSTED NET OPERATING INCOME. A EDA OF NEWPORT NEWS 521290859 65225PAM8 2016-10-02 91459243 TO REFUND 2006 BONDS OUTSTANDING 0 0 1 A 12191786 60177803 4143755 927323 55106725 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 VIRGINIA BAPTIST HOMES, INC. IS THE SOLE MEMBER OF NEWPORT NEWS BAPTIST RETIREMENT COMMUNITY, INC. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY THE ORGANIZATION'S EXTERNAL FINANCIAL AUDIT FIRM FROM INFORMATION THE ORGANIZATION FURNISHED, AND REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL EXECUTIVE AND CONTROLLER PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND THE VIRGINIA BAPTIST HOMES, INC. COMPLIANCE OFFICER MONITOR AND ENFORCE THE CONFLICT OF INTEREST POLICY, IN ACCORDANCE WITH THE VBH CORPORATE COMPLIANCE PROGRAM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S CEO, OFFICERS AND KEY EMPLOYEES IS SET BY THE BOARD OF TRUSTEES AFTER DELIBERATION, INCLUDING REVIEW OF THE "CHIEF EXECUTIVE OF MULTI-FACILITY ORGANIZATIONS COMPENSATION REPORT AND OTHER SENIOR LIVING INDUSTRY COMPARABILITY REPORTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023 FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND ASSOCIATED MATERIALS ARE MADE AVAILABLE AT, OR BY REQUEST TO, EITHER THE BUSINESS' LOCATION OR THE HEADQUARTERS OF VIRGINIA BAPTIST HOMES, INC. THE FORM 990 MAY ALSO BE VIEWED ON CERTAIN THIRD PARTY WEB SITES. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS 117,730. RESTRICTED CONTRIBUTIONS -6,448. CHANGE IN PV OF PERPETUAL TRUSTS -177,623. TEMP RESTRICTED NET ASSETS -111,282. CULPEPER BAPTIST COMMUNITY INC PO BOX 191 CULPEPER VA 22701 521368412 SENIOR LIVING MANAGEMENT VA 501(C)(3) LINE 12A, I N/A 0 VIRGINIA BAPTIST HOMES INC 1900 LAUDERDALE DR RICHMOND VA 23238 540534405 SENIOR LIVING MANAGEMENT VA 501(C)(3) LINE 12A, I N/A 0 VIRGINIA BAPTIST HOMES FOUNDATION INC 1900 LAUDERDALE DR RICHMOND VA 23238 521373103 SENIOR LIVING MANAGEMENT VA 501(C)(3) LINE 10 N/A 0 LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC 1900 LAUDERDALE DR RICHMOND VA 23238 521368410 SENIOR LIVING MANAGEMENT VA 501(C)(3) LINE 10 N/A 0 THE GLEBE INC 200 THE GLEBE BLVD DALEVILLE VA 24083 541917966 SENIOR LIVING MANAGEMENT VA 501(C)(3) LINE 10 N/A 0 THE SUMMIT 1300 ENTERPRISE DR LYNCHBURG VA 24502 871532163 SENIOR LIVING MANAGEMENT VA 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0