2024-07-17T14:26:30-05:00 2023-09-30 440160260 FORVIS MAZARS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-10-01 541185223 SHOWALTER CENTER INC SHOW 5405529176 2607 WARM HEARTH DRIVE NO 100 BLACKSBURG VA 24060 MOLLY NEVITT CFO 5405529176 2024-07-17 1 MOLLY NEVITT 999009999 1 AMY BIBBY P00445891 8282542254 2024-06-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM LESTER 2607 WARM HEARTH DRIVE NO 100 BLACKSBURG VA 24060 4945472 0 X WWW.RETIRE.ORG X 1981 VA HOUSING FOR ELDERLY AND HANDICAPPED. 17 17 0 0 0 0 87357 11760 4621161 4910558 0 12416 0 10738 4708518 4945472 0 0 0 0 0 0 0 0 0 3984670 4325583 3984670 4325583 723848 619889 4596720 5139019 2815041 2737451 1781679 2401568 HOUSING FOR ELDERLY AND HANDICAPPED. 0 0 3749444 4910558 THE CORPORATION PROVIDES AFFORDABLE HOUSING FOR ELDERLY AND HANDICAPPED INDIVIDUALS WHO REQUIRE ASSISTANCE WITH THE BASIC ACTIVITIES OF LIVING DUE TO HANDICAP OR INFIRMITIES. THE FACILITY HAS 100 LICENSED BEDS. 3749444 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 VA X MOLLY NEVITT 5404433423 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 KATHERINE ALLEN DIRECTOR 0.50 3.50 X 0 0 0 ALLAN BOOKOUT DIRECTOR 0.50 3.50 X 0 0 0 TARA FRENCH DIRECTOR 0.50 3.50 X 0 0 0 CHARLES JOHNSON DIRECTOR 0.50 3.50 X 0 0 0 HING-HAR LO SECRETARY 0.50 3.50 X 0 0 0 TOMMY MCDEEARIS DIRECTOR 0.50 3.50 X 0 0 0 BRIDGET MCMAHON DIRECTOR 0.50 3.50 X 0 0 0 THOMAS PIERCE DIRECTOR 0.50 4.00 X 0 0 0 JASON POSPICHAL VICE CHAIRMAN / TREASURER 0.50 3.50 X 0 0 0 WILLIAM PRICE VICE CHAIRMAN 0.50 3.50 X 0 0 0 RICHARD SHEPHERD DIRECTOR 0.50 3.50 X 0 0 0 MIKE SPEARS DIRECTOR 0.50 4.00 X 0 0 0 ED SPENCER CHAIR 0.50 3.50 X 0 0 0 MEG STONE DIRECTOR 0.50 3.50 X 0 0 0 PAMELA TEASTER DIRECTOR 0.50 3.50 X 0 0 0 TRACY VOSBURGH DIRECTOR 0.50 3.50 X 0 0 0 LESTER LUTHER PRESIDENT AND CEO (START 07/2022) 0.50 39.50 X 0 66775 2001 MOLLY NEVITT CFO 0.50 39.50 X 0 127688 3814 HEATHER GEARHART VICE PRESIDENT 0.50 39.50 X 0 105613 2282 TAMBRA DIXON DIRECTOR OF MARKETING 0.50 39.50 X 0 110451 2966 KEVIN SANDS RN DIRECTOR OF QA AND EDU 0.50 39.50 X 0 104948 3048 KORIE FLANNAGAN NURSING HOME ADMIN 0.50 39.50 X 0 106600 3193 BRAD DALTON FORMER PRES AND CEO (END 07/2022) 0.50 39.50 X 0 143229 3413 0 765304 20717 0 1 0 0 0 11760 11760 TENANT RENT PAYMENTS 623000 4605326 4605326 SERVICE INCOME 623000 182668 182668 CABLE TV & PHONE SERVI 623000 115610 115610 RESIDENT GUEST MEALS 623000 6954 6954 4910558 12416 12416 10738 10738 10738 4945472 4910558 0 23154 2493 2493 47639 47639 77173 44847 32326 12543 12543 167203 99177 68026 20782 81 20701 214831 200119 14712 2241 2241 84634 84634 324453 324453 84355 82665 1690 SHARED SERVICES 2897066 2526397 370669 FOOD 355511 355511 REPAIRS & MAINTENANCE 24992 24992 SERVICES 6568 6568 3099 3099 4325583 3749444 576139 0 1244 1442 277261 357656 -10310 25387 7288111 4890069 2539240 2398042 1789285 2356492 4596720 5139019 275051 296060 49206 29912 15327 10206 2475457 2372821 0 28452 2815041 2737451 X 1781679 2401568 1781679 2401568 4596720 5139019 619889 0 X X 0 1 X 1 0 X 27976 31092 1933 87357 11760 160118 4092108 4160116 4369411 4621161 4921296 22164092 4120084 4191208 4371344 4708518 4933056 22324210 0 0 0 22324210 7 2 12416 12425 7 2 12416 12425 4120084 4191215 4371346 4708518 4945472 22336635 0.99940 1.00000 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 87496 87496 6263766 4253838 2009928 444876 302123 142753 491973 334108 157865 2398042 DUE FROM AFFILIATES 2328913 RIGHT OF USE ASSET 27579 2356492 DUE TO AFFILIATES 873 LEASE LIABILITY 27579 28452 X PART IV, LINE 2B: THE AMOUNT REPORTED IN PART X FOR CUSTODIAL ACCOUNT LIABILITY CONSISTS OF RESIDENT TRUST FUNDS WHICH ARE FUNDED BY RESIDENTS AND INTENDED STRICTLY FOR THEIR USE. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE ORGANIZATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE ORGANIZATION HAD NO SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS AT SEPTEMBER 30, 2023 AND 2022. 0 0 0 0 0 0 0 0 0 BRAD DALTON FORMER PRES AND CEO (END 07/2022) 0 113229 0 30000 0 0 0 3413 0 0 0 146642 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE FINANCE COMMITTEE DISCUSSES THE 990 AT THEIR REGULARLY SCHEDULED MEETING IN MAY OF EACH YEAR. THE FINANCE COMMITTEE IS RESPONSIBLE FOR RECEIVING THE AUDIT REPORTS OF THE INDEPENDENT AUDITOR AND REVIEWING THE FORM 990 PREPARED BY THE INDEPENDENT ACOUNTANTS. THE FINANCE COMMITTEE REPORTS BACK TO THE BOARD OF DIRECTORS ANY RECOMMENDATIONS OR FINDINGS OF THEIR STUDY. FORM 990, PART VI, SECTION B, LINE 12C THE EMPLOYEE HANDBOOK HAS A STATEMENT OF THE CODE OF CONDUCT AND THE CONFLICT OF INTEREST POLICY. THE BOARD MEMBER ORIENTATION MATERIALS INCLUDE THIS INFORMATION AS WELL. THE EMPLOYEES ARE ASKED TO REVIEW THIS POLICY AS A PART OF THEIR ANNUAL PERFORMANCE REVIEW AND BOARD MEMBERS ARE REQUESTED TO UPDATE THEIR COMMITMENT TO THIS POLICY UPON REELECTION TO A NEW TERM. FORM 990, PART VI, SECTION B, LINE 15 WARM HEARTH, A RELATED ORGANIZATION, COMPENSATES THE OFFICERS AND EMPLOYEES. A COMMITEE OF THE BOARD OF DIRECTORS IS APPOINTED TO REVIEW THE COMPENSATION LEVELS OF OFFICERS AND KEY EMPLOYEES AND FOR ESTABLISHING THE NEW PAY RATES OF THESE EMPLOYEES. COMPENSATION IS COMPARED WITH SALARY SURVEY INFORMATION AVAILABLE FROM NATIONAL TRADE ASSOCIATIONS ENGAGED IN SIMILAR ACTIVITIES. THE COMPENSATION LEVEL IS DETERMINED BY CONSENSUS OF THE COMMITTEE AND REPORTED TO HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO BE VIEWED IN CARSON LIBRARY UPON WRITTEN REQUEST ADDRESSED TO THE CHIEF FINANCIAL OFFICER. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FOUNDERS FOREST INC 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 541185224 HOUSING VA 501(C)(4) N/A 0 NEW CENTURY HOUSING INC 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 311788636 HOUSING VA 501(C)(4) N/A 0 NEW RIVER HOUSE INC 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 521257779 HOUSING VA 501(C)(3) LINE 10 N/A 0 NRV NURSING CENTER 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 311583073 HEALTH CARE VA 501(C)(3) LINE 10 N/A 0 TROLINGER HOUSE INC 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 521224684 HOUSING VA 501(C)(3) LINE 10 N/A 0 WARM HEARTH AT HOME 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 464213353 HOME CARE VA 501(C)(3) LINE 10 N/A 0 WARM HEARTH FOUNDATION 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 541639629 SUPPORT VA 501(C)(3) LINE 12A, I N/A 0 WARM HEARTH INC 2607 WARM HEARTH DRIVE SUITE 100 BLACKSBURG VA 24060 237378013 HOUSING VA 501(C)(3) LINE 10 N/A 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0