VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC

EIN: 300173798 501(c)(3) Human Services

GLEN ALLEN, VA

Total Revenue
$24,857,004
Total Expenses
$24,831,371
Total Assets
$107,206,944
Net Assets
$-27,130,505
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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
VA
Principal Officer
CHRISTOPHER P HENDERSON
Phone
8044748700
Tax Period
2023-06-01 to 2024-05-31

VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC, founded in 2003, is a mid-sized nonprofit in the Human Services sector that reported $24.9M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

ENRICHING LIFE'S JOURNEY BY PROVIDING HOUSING, HEALTH CARE AND RELATED SERVICES FOR SENIORS.

Program Service Accomplishments

Program 1
Expenses: $21,662,469 Revenue: $23,878,684

WINDSORMEADE WILLIAMSBURG HAS BEEN PROVIDING HOUSING, HEALTH SERVICES AND FINANCIAL SECURITY TO RESIDENTS AT ITS LIFE PLAN COMMUNITY IN WILLIAMSBURG, VA SINCE 2007. WINDSORMEADE WILLIAMSBURG WAS...

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WINDSORMEADE WILLIAMSBURG HAS BEEN PROVIDING HOUSING, HEALTH SERVICES AND FINANCIAL SECURITY TO RESIDENTS AT ITS LIFE PLAN COMMUNITY IN WILLIAMSBURG, VA SINCE 2007. WINDSORMEADE WILLIAMSBURG WAS ESTABLISHED AS A COOPERATIVE EFFORT WITH VIRGINIA UNITED METHODIST HOMES, INC., DOING BUSINESS AS PINNACLE LIVING, A RELATED TAX-EXEMPT ORGANIZATION WHICH WAS FOUNDED IN 1947. PINNACLE LIVING OPERATES FOUR LIFE PLAN COMMUNITIES IN VIRGINIA AND TWO ASSISTED LIVING COMMUNITIES. IN ADDITION TO WINDSORMEADE WILLIAMSBURG, THE COMMUNITIES OF PINNACLE LIVING ARE HERMITAGE RICHMOND, HERMITAGE ROANOKE, CEDARFIELD, HERMITAGE DEEP RUN, AND HERMITAGE THREE CHOPT. TOGETHER WITH ITS AFFILIATED ORGANIZATION, PINNACLE LIVING, WINDSORMEADE WILLIAMSBURG SERVES A WIDE RANGE OF SOCIALLY AND ECONOMICALLY DIVERSE RESIDENTS THROUGH A PERSON-CENTERED FOCUS ON EACH INDIVIDUAL'S PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS. WITH A RICH LEGACY OF OVER SEVENTY-FIVE YEARS, PINNACLE LIVING AND WINDSORMEADE WILLIAMSBURG HAVE BUILT A LONGSTANDING REPUTATION OF PROVIDING EXCELLENT, COMPASSIONATE SUPPORT AND SERVICES IN A FAITH-BASED ENVIRONMENT. WINDSORMEADE WILLIAMSBURG PROVIDES (DIRECTLY AND THROUGH THIRD PARTY ARRANGEMENTS) FOR THE HEALTH CARE OF RESIDENTS, IN HOUSEHOLD AND NEIGHBORHOOD SETTINGS WITH NURSING SERVICES, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, MEMORY SUPPORT, PHYSICAL THERAPY AND RELATED HEALTH SERVICES. WINDSORMEADE WILLIAMSBURG IS COMMITTED TO PROVIDING FOR THE FINANCIAL SECURITY OF ITS RESIDENTS IN COMPLIANCE WITH THE STANDARDS APPLICABLE TO A PUBLIC CHARITY. CONSISTENT WITH THIS COMMITMENT, WINDSORMEADE WILLIAMSBURG PARTICIPATES IN THE SAMARITAN PROGRAM FOR BENEVOLENT CARE ESTABLISHED BY PINNACLE LIVING. THROUGH THE SAMARITAN PROGRAM, FUNDS ARE SOLICITED BY VARIOUS MEANS, INCLUDING DIRECT SOLICITATION OF MEMBERS OF THE UNITED METHODIST CHURCH, ON BEHALF OF THE RESIDENTS OF PINNACLE LIVING AND WINDSORMEADE WILLIAMSBURG WHO MAY BECOME UNABLE TO PAY THE FULL COST OF THEIR EXPENSES. WINDSORMEADE WILLIAMSBURG STRIVES TO ESTABLISH, FOSTER, AND LEVERAGE EXTERNAL RELATIONSHIPS THROUGH COOPERATION, COORDINATION, AND COLLABORATION THAT EXTEND THE ORGANIZATION'S MISSION INTO THE BROADER COMMUNITY. KEY PARTNERS IN COMMUNITY ENGAGEMENT AND SOCIAL ACCOUNTABILITY INITIATIVES INCLUDE PUBLIC AND PRIVATE EDUCATIONAL INSTITUTIONS, OTHER CHARITABLE ORGANIZATIONS, HOSPITALS, SOCIAL SERVICE AGENCIES, LOCAL GOVERNMENTS, AND FAITH-BASED COMMUNITIES.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $70,457
Program Service Revenue $23,878,684
Investment Income $907,863
Other Revenue $0
TOTAL REVENUE $24,857,004

Expense Breakdown

Grants Paid $0
Salaries & Benefits $10,202,534
Fundraising Expenses $0
Program Expenses $21,662,469
Other Expenses $14,628,837
TOTAL EXPENSES $24,831,371

Year-over-Year Comparison

2023 2022 Change
Revenue $24,857,004 $22,070,539 +0.1%
Expenses $24,831,371 $23,870,494 +0.0%
Net Income $25,633 $-1,799,955 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
4
Employees
258
Volunteers
38

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$773,528
Total Directors
5
$773,528
Key Employees
1
$288,201
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELIZABETH P MCCORMICK DIRECTOR 1.00
Director
$0 $0 $0
HARVEY L BRYANT DIRECTOR 1.00
Director
$0 $0 $0
PHILIP ALSUP DIRECTOR 1.00
Director
$0 $0 $0
CHRISTOPHER P HENDERSON PRESIDENT 14.00
Officer Director
$0 $71,192 $773,528
REV CLARK CUNDIFF DIRECTOR 1.00
Director
$0 $0 $0
ANDREA M STASKIEL EXECUTIVE DIRECTOR 40.00
Key Emp
$259,527 $28,674 $288,201
LORI KAISAND CHARGE NURSE RN 40.00
Highest
$137,996 $29,544 $167,540
TAMMY JOHNSON-CANDIA DIRECTOR - HEALTH SERVICES 40.00
Highest
$128,259 $21,779 $150,038
STEVEN NELSON DIRECTOR - MAINT ENGINEER 40.00
Highest
$135,240 $44,355 $179,595
LYDIA EARHART WAGONER DIRECTOR - SALES/MARKETING 40.00
Highest
$120,075 $27,683 $147,758
KESHA NOWELL DIRECTOR - BUSINESS OFFICE 40.00
Highest
$114,111 $15,854 $129,965
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $24,857,004 $24,831,371 $107,206,944 $25,633
2023 $22,070,539 $23,870,494 $113,797,402 $-1,799,955
2022 $20,304,760 $33,992,132 $113,921,378 $-13,687,372
2021 $21,619,022 $20,572,127 $109,718,153 $1,046,895
2020 $19,035,104 $20,297,176 $111,808,426 $-1,262,072
2019 $16,609,111 $20,003,543 $109,353,322 $-3,394,432
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