2019-09-19T16:32:23-05:00 2018-12-31 560747981 DIXON HUGHES GOODMAN LLP 901 EAST CARY STREET SUITE 1000 RICHMOND VA 23219 990 2018-01-01 540577900 THE VIRGINIA HOME VIRG 8043594093 1101 HAMPTON STREET RICHMOND VA 23220 JAMES T MOSES CONTROLLER/CFO 8043594093 2019-09-08 1 LAKRISHA J WATSON P01677333 8042827636 2019-09-08 174.226.15.133 2019-09-08 16:48:48 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3CD412B09983E39150554DEC6362464A9D6A3E5C 2018 2019-02-21 02:37:17Z ROBERT A CROUSE 1101 HAMPTON STREET RICHMOND VA 23220 25822699 0 X THEVIRGINIAHOME.ORG X 1894 VA LONG-TERM CARE FOR PERSONS WITH IRREVERSIBLE PHYSICAL DISABILITIES. 25 25 284 225 -72605 -72605 1717564 7370666 9719529 10134570 4263393 7122153 24246 141788 15724732 24769177 0 0 0 0 13654994 14078132 30000 10000 342254 5178516 4789133 18863510 18877265 -3138778 5891912 96924022 94079921 11525323 9847579 85398699 84232342 LONG-TERM CARE FOR PERSONS WITH IRREVERSIBLE PHYSICAL DISABILITIES. 0 0 15560379 10134570 THE VIRGINIA HOME CONTINUED TO PROVIDE A HOME FOR 130 VIRGINIANS WITH SEVERE AND IRREVERSIBLE DISABILITIES WHO LACKED THE RESOURCES TO LIVE AT HOME OR OTHER HEALTH CARE SETTINGS. ALL RESIDENTS HAVE A PRIVATE ROOM, RECEIVE 24 HOUR NURSING CARE, AND PHYSICAL, OCCUPATIONAL AND RECREATIONAL THERAPEUTIC SERVICES. 15560379 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 31 0 1 284 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 VA X JAMES T MOSES 8043594093 1101 HAMPTON STREET SUITE 117 RICHMOND VA 23220 VONNIE STONEBURNER PRESIDENT 2.00 X X 0 0 0 SARAH BECK 1ST VICE PRESIDENT 2.00 X X 0 0 0 MARY IVA JONES TREASURER 2.00 X X 0 0 0 ASHLEY BURKE RECORDING SECRETARY 2.00 X X 0 0 0 LILA DICKINSON CORRESPONDING SECRETARY 2.00 X X 0 0 0 MAGGIE HAGER 1ST ASSISTANT CORRESPONDIN 2.00 X X 0 0 0 JEAN BENSON TRUSTEE 2.00 X 0 0 0 NANCY BOWLES TRUSTEE 2.00 X 0 0 0 JEFF GALANTI TRUSTEE 2.00 X 0 0 0 KIRSTI GOODWIN TRUSTEE 2.00 X 0 0 0 PRISCILLA S HERSEY TRUSTEE 2.00 X 0 0 0 BRUCE P D KOOPER TRUSTEE 2.00 X 0 0 0 BARBARA LOWELL TRUSTEE 2.00 X 0 0 0 KATHLEEN MCCAULEY TRUSTEE 2.00 X 0 0 0 ANNE L MCCRACKEN TRUSTEE 2.00 X 0 0 0 JOEL MCCRAY TRUSTEE 2.00 X 0 0 0 JANE NOTT TRUSTEE 2.00 X 0 0 0 JOHN O'BANNON TRUSTEE 2.00 X 0 0 0 E BRYSON POWELL TRUSTEE 2.00 X 0 0 0 BARBARA REAMES TRUSTEE 2.00 X 0 0 0 MARY BETH SHANNON TRUSTEE 2.00 X 0 0 0 CORNELIA SHUMADINE TRUSTEE 2.00 X 0 0 0 LAURA STEWART TRUSTEE 2.00 X 0 0 0 ANNE VAETH TRUSTEE 2.00 X 0 0 0 SUZANNE WILSON TRUSTEE 2.00 X 0 0 0 ROBERT A CROUSE CEO 40.00 X 230514 0 55624 JAMES T MOSES CONTROLLER/CFO 40.00 X 146979 0 37577 DR MARY SIMMERS MEDICAL DIRECTOR 32.00 X 164818 0 40238 ANTONIETTA LUCIER DON 40.00 X 128194 0 29636 PATRICIA BONNES DIRECTOR SOCIAL/REHAB 40.00 X 120280 0 31494 LYNN CROUSE DIRECTOR DIETARY 40.00 X 109599 0 29080 STACEY THOMAS DIRECTOR PT 40.00 X 105907 0 27970 1006291 0 251619 7 0 1 0 0 268026 7102640 7370666 NET PATIENT SERVICES REVENUE 623000 10134570 10134570 10134570 1335718 -72605 1408323 55829 0 55829 55829 55829 6750000 963565 5786435 5786435 5786435 38955 268026 89957 -51002 -51002 OTHER OPERATING REVENUE 900099 136961 136961 136961 24769177 10134570 -72605 7336546 470694 456387 14307 9148563 8310410 676732 161421 2457708 2187693 243919 26096 1315720 1212886 97115 5719 685447 593489 79670 12288 78500 78500 10000 10000 657013 657013 69382 63153 6229 64246 4369 59877 96559 96559 26494 26494 114868 114868 793660 790585 3075 232266 232266 THERAPY SUPPLIES 869317 782114 43435 43768 FOOD 678694 678694 SERVICE CONTRACTS & REP 439821 412275 27546 UTILITIES 375901 375901 292412 153179 130455 8778 18877265 15560379 2974632 342254 355730 918242 2328192 1156684 718398 355507 98621 140044 27080216 18423802 9007222 8656414 7474627 1633339 76814646 81112390 126586 107301 96924022 94079921 1386576 1511174 3485000 2850000 6653747 5486405 11525323 9847579 X 80148842 79540805 525656 528504 4724201 4163033 85398699 84232342 96924022 94079921 X 5891912 -7609071 550802 X X 0 1 X 1 0 X 1437198 1198993 1624256 1717564 1268499 7246510 9126194 9501242 9409731 9719529 10134570 47891266 10563392 10700235 11033987 11437093 11403069 55137776 100000 95000 135808 112059 288782 731649 0 100000 95000 135808 112059 288782 731649 54406127 1308835 932866 940491 1085860 1391547 5659599 1308835 932866 940491 1085860 1391547 5659599 228598 228598 87622 30174 29467 39752 136961 323976 11959849 11891873 12003945 12562705 12931577 61349949 0.88680 0.88620 0.09230 0.09720 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER OPERATING REVENUE - 2014 AMOUNT: $ 87,622. 2015 AMOUNT: $ 30,174. 2016 AMOUNT: $ 29,467. 2017 AMOUNT: $ 39,752. 2018 AMOUNT: $ 136,961. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: BEQUEST DATE: 06/29/18 AMOUNT: 6102167. 5249857 386094 -561168 383246 4691537 4732638 428128 473944 384853 5249857 4835799 414853 26134 544148 4732638 5175787 329457 -303575 365870 4835799 5132842 462596 -37651 382000 5175787 0.88730 0.11270 0 0 1122714 1122714 21455049 15208044 6247005 4081636 2864321 1217315 420817 351437 69380 8656414 ALTERNATIVE INVESTMENTS 77207930 F BENEFICIAL INTEREST IN TRUST FUND 3904460 F 81112390 PENSION OBLIGATIONS 5486405 5486405 X 17143852 -7609071 550802 -7058269 24202121 657013 -89957 567056 24769177 18310209 89957 89957 18220252 657013 657013 18877265 PART V, LINE 4: THE PRIMARY PURPOSE OF ENDOWMENT IS SUPPORT OF OPERATIONS. A SMALL PERCENTAGE (APPROXIMATELY 6%) OF PERMANENT ENDOWMENT FUNDS IS DESIGNATED FOR PURCHASE OF HOSPITAL BEDS AND RESIDENT PERSONAL EXPENSES. 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, 2018 AND 2017. THE HOME HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2018 AND 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PENSION OBLIGATION 1,111,970. INCREASE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS -561,168. PART XI, LINE 4B - OTHER ADJUSTMENTS: STORIES OF COURAGE & GRACE FUNDRAISING EVENT EXPENSES -89,957. PART XII, LINE 2D - OTHER ADJUSTMENTS: STORIES OF COURAGE & GRACE FUNDRAISING EVENT EXPENSES 89,957. X X X X 1 PLANNED GIVING ADVANTAGE INC 208 ROSLYN HILLS DRIVE RICHMOND VA 23229 PLANNED GIVING 0 0 10000 0 10000 VA STORIES OF COURAGE & GRACE 306981 268026 38955 38454 35100 16403 306981 268026 38955 38454 35100 16403 89957 -51002 X X 0 0 0 0 0 0 0 0 0 ROBERT A CROUSE CEO 230514 0 0 0 0 0 40843 0 14781 0 286138 0 0 0 JAMES T MOSES CONTROLLER/CFO 146979 0 0 0 0 0 25513 0 12064 0 184556 0 0 0 DR MARY SIMMERS MEDICAL DIRECTOR 164818 0 0 0 0 0 32312 0 7926 0 205056 0 0 0 ANTONIETTA LUCIER DON 128194 0 0 0 0 0 20238 0 9398 0 157830 0 0 0 PATRICIA BONNES DIRECTOR SOCIAL/REHAB 120280 0 0 0 0 0 21328 0 10166 0 151774 0 0 0 A VIRGINIA SMALL BUSINESS FINANCING AUTHORITY 541300845 2010-01-14 7735000 REFUND PRIOR ISSUE 0 0 0 A 4885000 7735000 40000 7695000 2010 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 LYNN CROUSE FAMILY MEMBER OF ROBERT CROUSE, OFFICER 109599 EMPLOYEE COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 4 THE GOVERNANCE COMMITTEE AND MEMBERSHIP COMMITTEE WERE COMBINED INTO ONE COMMITTEE. THE RECORDING SECRETARY AND CORRESPONDING SECRETARY WERE COMBINED INTO ONE SECRETARY POSITION. 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 MR. CROUSE'S COMPENSATION IS SET BY THE FINANCE COMMITTEE ANNUALLY. THE APPROVAL OF HIS COMPENSATION IS DOCUMENTED IN THE COMMITTEE MINUTES. OVERALL COMPENSATION LEVELS FOR ALL OTHER EMPLOYEES ARE DETERMINED BY THE ADMINISTRATOR AND/OR DEPARTMENTAL DIRECTORS UNDER A PERCENTAGE GUIDELINE DETERMINED BY THE FINANCE COMMITTEE. IN THE CASE OF THE CONTROLLER, COMPENSATION IS SET BY MR. CROUSE. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND/OR 990 ARE SUBMITTED TO VARIOUS STATE GOVERNMENTAL AND PRIVATE ENTITIES AS A MATTER OF COMPLIANCE AND/OR PRACTICE INCLUDING, BUT NOT LIMITED TO, VIRGINIA DEPARTMENT OF MEDICAL ASSISTANCE SERVICES, VIRGINIA DEPARTMENT OF AGRICULTURE, VIRGINIA HEALTH INFORMATION AUTHORITY, SUNTRUST BANK (HOLDER OF BOND INDEBTEDNESS) AND OTHER POTENTIAL DONORS AND MONITORING AGENCIES. FURTHER DOCUMENTS ARE AVAILABLE ON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN PENSION OBLIGATION 1,111,970. INCREASE IN VALUE OF BENEFICIAL INT IN TRUSTS -561,168. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.