2021-08-16T15:34:52-07:00 2020-09-30 541643141 King Shores & Preston CPAs 2707 Brambleton Ave SW Roanoke VA 24015 990 2019-10-01 020601375 Fort Norfolk Retirement Community Inc DBA Harbors Edge FORT 7572336478 One Colley Avenue Norfolk VA 23510 Hisham Fahim Controller 2021-08-16 true Russell T Shores P01237270 5407760771 2019 2022-09-23 18:48:47Z H Edward Davidson One Colley Avenue Norfolk VA 23510 28255647 false X www.harborsedgenorfolk.com X 2002 VA Our mission is to provide seniors with a full continuum of healthcare in an atmosphere of comfort, security and exceptional service. 9 9 289 0 628589 22511186 20780040 965608 684766 37510 38261 23514304 22131656 500 0 0 8272624 9098941 0 0 14927570 14448011 23200694 23546952 313610 -1415296 223625591 230622464 274142354 282391802 -50516763 -51769338 Our mission is to provide seniors with a full continuum of healthcare in an atmosphere of comfort, security and exceptional service. false false 20878262 20780040 As a Life Care Community, Harbor's Edge provides Residential Living, Assisted Living, Memory Support and Skilled Nursing Services to meet a full continuum of care for its residents. The partially refundable Entrance Fee Deposit plans are a useful estate planning tool, while the Life Care benefit provides residents with discounted monthly fees for nursing and assisted living services as they transition permanently to a higher level of care. 20878262 true false false false false false false false false false true false false true true false false true false false false false false false false false false false false true true false false true false false false false false false false false false false false false true false false false true 108 0 false 289 true false false false false false false false 0 false false false false false false false X 9 9 false true false false false false false true true false false false true true true true true true true false X X Hisham Fahim 7576167948 One Colley Avenue Norfolk VA 23510 Catherine A L'Heureux Former CFO 40.00 0.00 X 199493 0 7831 Whitney Gwaltney Sales Counselor 40.00 0.00 191256 0 5047 Beat Meier VP Dining Ops 40.00 0.00 126911 0 5333 Emilie Gomez RN Supervisor 40.00 0.00 116791 0 11930 H Edward Davidson Chairman 1.00 0.00 X X 0 0 0 Jody Wagner Vice Chair 1.00 0.00 X X 0 0 0 William R Van Buren III Secretary/Treas 1.00 0.00 X X 0 0 0 Tom Knox Director 1.00 0.00 X 0 0 0 Jack Kavanaugh Director 1.00 0.00 X 0 0 0 Beth Duke Director 1.00 0.00 X 0 0 0 Guy Tower Director 1.00 0.00 X 0 0 0 LD Britt MD MPH Director 1.00 0.00 X 0 0 0 Jennifer Sanford Director 1.00 0.00 X 0 0 0 634451 30141 4 false true false Virginia Health Rehabilitation Agency 240 Nat Turner Blvd Newport News VA 23606 Physical Therapy 658204 HR Business Solutions Inc 1895-A Bilingsgate Circle Henrico VA 23238 COO 363421 Clark Nexsen 4525 Main Street 1400 Virginia Beach VA 23462 Construction 1772215 Gary J Hanson AIA PO Box 71 Zuni VA 23898 Construction 205700 Kaufman & Canoles PO Box 3038 Norfolk VA 23514 Legal 376022 12 628589 628589 Entrance Fees 623000 3519021 3519021 Nursing & Therapy Svcs 623000 2810293 2810293 Resident Services 623000 14450726 14450726 20780040 573772 573772 0 0 38261 38261 38261 38261 6234985 6123991 110994 110994 110994 0 0 0 0 22131656 20780040 723027 0 0 0 0 403627 403627 0 7391058 6556314 834744 82281 72988 9293 614348 544964 69384 607627 539002 68625 823987 730926 93061 0 97201 97201 0 0 137753 137753 0 459549 459549 344695 305765 38930 209033 185425 23608 0 4386636 4146683 239953 0 0 0 0 0 3671901 3461916 209985 337286 299193 38093 Supplies 1654016 1467212 186804 Contract Services 1261551 1119072 142479 Building Maintenance 272466 257562 14904 Other Fees 180600 160203 20397 611337 571488 39849 23546952 20878262 2668690 0 4760850 6629220 99038903 34821582 0 2201235 1374101 0 0 0 42748 39773 402972 354896 105135932 38408794 68306850 66727138 19062218 20344054 0 0 4544 4544 29805271 100327156 223625591 230622464 8050477 11674670 100425765 103282465 152384240 154814128 13281872 12620539 274142354 282391802 X -50516763 -51769338 -50516763 -51769338 223625591 230622464 -1415296 162721 X false true X true false X 1017 628589 629606 19958395 21754304 22409952 22511186 20780040 107413877 0 0 0 19959412 21754304 22409952 22511186 21408629 108043483 0 0 108043483 321419 293054 504120 581995 573772 2274360 0 321419 293054 504120 581995 573772 2274360 0 35347 36054 36715 37510 38261 183887 20316178 22083412 22950787 23130691 22020662 110501730 0.97780 0.97890 0.02060 0.01940 X 98094231 33396083 64698148 5511001 3951936 1559065 1530700 1060775 469925 66727138 Construction in Progress 100301757 Deposits 450 Due from Affiliates 24949 100327156 Deferred Management Fees 2398751 Resident Deposits 10221788 12620539 false false false false false false false false false Catherine A L'Heureux Former CFO 179239 20254 6932 899 207324 Whitney Gwaltney Sales Counselor 74885 10051 106320 144 4903 196303 A Norfolk Redevelopment & H 546001466 655909CH0 2014-12-17 56328643 See Part VII false true false B Norfolk Redevelopment & H 546001466 655909CH0 2019-03-01 203084243 See Part VII false true false A 4816490 56328643 3633094 43507226 1126573 2822198 5239552 true false true true B 203084243 7733760 4061685 191288798 true false true true A false true false false 0.01000 0.01000 false false true B false true false false 0.01000 0.01000 false false true A false false false true false false false true B false true false false false false false true A true B false Part VI Part I, line A, column (f):The bonds were issued to refund 2004 and 2010 bond issues; to finance certain pre-development costs associated with a planned expansion of the existing facility; and to pay costs of various renovations, improvements and equipment purchases with respect to the existing facility.Part I, line B, column (f):The bonds were issued to finance the costs associated with the construction and equipping of an additional facility; and to pay costs of various renovations, improvements and equipment purchases with respect to the existing facility.Part IV, column A, line 2c:The rebate computation was performed January 4, 2019 for the period December 17, 2014 to December 17, 2018. Kaufman & Canoles PC See Part V 376022 See Part V false SeniorCorp Inc See Part V 1976 See Part V false Schedule L, Part V Supplemental Information Part IV, Line (1)(b) and (1)(d):Kaufman & Canoles P.C. provides legal services to Fort Norfolk Retirement Community. William R. Van Buren III, who is a member of the Board of Directors of Fort Norfolk Retirement Community, is also a director and officer of Kaufman & Canoles P.C.Part IV, Line (2)(b) and (2)(d):SeniorCorp, Inc. provides home health services to residents of Fort Norfolk Retirement Community. Tom Knox, who is a member of the Board of Directors of Fort Norfolk Retirement Community, is also a director and officer of SeniorCorp, Inc. Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company Volder Consulting, Inc. of Norfolk, Virginia is engaged to provide the day-to-day management of the community. Whenever C.A. Volder III acts as the Executive Director and/or CEO, he does so without compensation.The details of the management fee payments to Volder Consulting, Inc. are as follows:Current Management Fees $ 390,000Deferred Management Fees due for the period 6/1/2009-5/31/2010 271,482Phase II Development Services 1,631,250Client Development Services 393,750Total fees paid, current and deferred from past periods(s) $ 2,686,482 Form 990, Part VI, Line 11b: Form 990 Review Process The completed Form 990 is reviewed by the Finance Committee of the Board of Directors prior to submission. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Employees and Board members are covered by the Organization's conflict of interest policy. For employees, this policy is outlined in the employee handbook which is presented and discussed in new employee orientation. Each employee signs a statement acknowledging that he or she has received all policies and understands them. With regard to Board members, there is a Code of Conduct and Conflict of Interest Policy that is reviewed annually by the Board. Acknowledgement of the receipt of this policy, noting any potential conflicts, is signed by every Board member. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management Compensation for the Executive Director and senior management positions is reviewed periodically by a third party consultant. Information from Form 990 for similar organizations as well as surveys are utilized to determine the adequacy and appropriateness of compensation. The results of this analysis are provided to the Board of Directors at an interval of no longer than every three years. The Board then approves compensation ranges based upon the benchmark data provided. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Compensation for the Executive Director and senior management positions is reviewed periodically by a third party consultant. Information from Form 990 for similar organizations as well as data from third party surveys are utilized to determine the adequacy and appropriateness of compensation. The results of this analysis are provided to the Board of Directors at an interval of no longer than every three years. The Board then approves compensation ranges based upon the benchmark information provided. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Organization makes its Form 990 available through Guidestar at www.guidestar.org and The Electronic Municipal Market Access ("EMMA") website for continuing disclosure at www.emma.msrb.org. Financial statement information is provided via EMMA and the Organization makes its governing documents, conflict of interest policy and audited financial statements available upon request. Form 990, Part VII, Section A, Line 1a The titles of the individual Board members as listed in Part VII, Section A, are as of September 30, 2020. Harbors Edge Foundation One Colley Avenue Norfolk VA 23510 262260106 To Enhance the Lives of Seniors Residing in Hampton Roads VA 501(c)(3) 12a Fort Norfolk Retirement Community Inc false false false false false false false false false false false false false false false false false false false false