2017-08-11T14:06:24-07:00 2016-09-30 King Shores & Preston CPAs 2707 Brambleton Ave SW Roanoke VA 24015 990 2015-10-01 020601375 Fort Norfolk Retirement Community Inc DBA Harbors Edge FORT 7572336478 One Colley Avenue Norfolk VA 23510 Thomas J Knox Chairman 2017-08-11 true CJ King P01353771 5407760771 2015 2021-01-29 14:40:06Z Thomas J Knox 240 Clearfield Ave Suite 300 Virginia Beach VA 23462 25377824 false 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. 11 11 243 17 0 1017 18786476 19958395 81554 -488666 34654 35347 18902684 19506093 0 0 6123965 6576969 0 0 14296895 13150708 20420860 19727677 -1518176 -221584 106272013 104985549 133988201 132665953 -27716188 -27680404 Our mission is to provide seniors with a full continuum of healthcare in an atmosphere of comfort, security and exceptional service. false false 17745782 19958395 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. 17745782 true false false false false false false false false false true false false false true false false true false false false false false false false false false false false false true false false true false false false false false false true false false false false false true false false false false true 121 0 false 243 true false false false false false false false false 0 false false false false false false false false false false X 11 11 false true false false false false false true true false false false true true true true true true true false X X Cathy L'Heureux 7576167948 One Colley Avenue Norfolk VA 23510 William R Van Buren III Secretary 1.00 0.00 X X 0 0 0 Jack Kavanaugh Director 1.00 0.00 X 0 0 0 H Edward Davidson Director 1.00 0.00 X 0 0 0 Arthur Diamonstein Treasurer 1.00 0.00 X X 0 0 0 Jody Wagner 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 Edward B Snyder Vice Chairman 1.00 0.00 X X 0 0 0 Judy Swystun Director 1.00 0.00 X 0 0 0 Thomas J Knox Chairman 1.00 0.00 X X 0 0 0 Beth M Duke Director 1.00 0.00 X 0 0 0 Catherine A L'Heureux CFO 40.00 0.00 X 129448 0 4346 Robbie Smith COO 40.00 0.00 X 122078 0 3213 251526 7559 2 false false false Virginia Health Rehabilitation Agency 240 Nat Turner Blvd Newport News VA 23606 Physical Therapy 602941 Volder Consulting Inc 150 W Main Street Norfolk VA 23510 See Schedule O 324358 HR Business Solutions Inc 1895-A Billingsgate Circle Henrico VA 23238 Consulting 177545 Securitas Security Services USA Inc PO Box 403412 Atlanta GA 30384 Security 171667 Kaufman & Canoles PO Box 3038 Norfolk VA 23514 Legal 164102 6 1017 1017 Entrance Fees 623000 3333182 3333182 Nursing & Therapy Svcs 623000 3302711 3302711 Resident Services 623000 13322502 13322502 19958395 321419 321419 0 0 35347 35347 35347 35347 5061646 5143403 728328 -81757 -728328 -810085 -810085 0 0 0 0 19506093 19958395 -453319 0 0 0 0 259085 259085 0 5269896 4745797 524099 71191 64111 7080 509270 458622 50648 467527 421031 46496 732291 659464 72827 63820 63820 76432 76432 0 0 59352 59352 0 236993 236993 203162 182957 20205 64453 58043 6410 0 4485291 4239942 245349 0 0 0 0 0 3182965 2997615 185350 325041 292715 32326 Supplies 1470717 1324452 146265 Contract Services 1288354 1160225 128129 Building Maintenance 345000 326128 18872 Linens & Laundry 116783 116783 500054 460904 39150 19727677 17745782 1981895 0 4246161 5522786 12745482 10692936 0 563133 1140104 0 0 0 39448 32048 315846 313063 97434107 25133890 74081289 72300217 10083792 10073285 0 0 1502105 1260955 2694757 3650155 106272013 104985549 2071772 2204192 73287284 73041794 56501926 55522972 2127219 1896995 133988201 132665953 X -27716188 -27680404 -27716188 -27680404 106272013 104985549 -221584 257368 X false true X true false X 1017 1017 16380594 18086708 18830988 18786476 19958395 92043161 0 0 0 16380594 18086708 18830988 18786476 19959412 92044178 0 0 92044178 328160 353791 438063 387987 321419 1829420 0 328160 353791 438063 387987 321419 1829420 0 1246300 1351495 63310 34654 35347 2731106 17955054 19791994 19332361 19209117 20316178 96604704 0.95280 0.95110 0.01890 0.01950 X 91893724 21924149 69969575 4009683 2455106 1554577 1530700 754635 776065 72300217 Deferred Management Fees 1619401 Due to Affiliates 25 Resident Deposits 277569 1896995 A Norfolk Redevelopment & H 546001466 655909CH0 2014-12-17 56328643 See Part VII false true false A 925671 56328643 3633094 43507226 1126573 2822198 5239552 true false true true A false true false false 0.01000 0.01000 false false true A false false false true false false false true A true 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 IV, column A, line 2c:The rebate computation was performed January 13, 2017 for the period December 17, 2014 to December 17, 2016. Kaufman & Canoles PC See Part V 164102 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. 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. 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, 2016. Form 990, Part VII, Section B, Line 2 The details of the Organization's payments to Volder Consulting, Inc. are as follows:Management Fees $ 172,398Executive Director Compensation 151,960Total $ 324,358 Harbors Edge Foundation One Colley Avenue Norfolk VA 23510 262260106 To Enhance the Lives of Seniors Residing in Hampton Roads VA 501(c)(3) 11a 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