Nonprofit · EIN 02-0601375
FORT NORFOLK RETIREMENT COMMUNITY INC
Tax-exempt · NORFOLK, VA 23510
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $44,317,574 | $48,204,683 | -$3,887,109 | $263,454,234 | $344,909,811 | -$81,455,577 |
| September 30, 2024 | 990 | $39,464,918 | $46,795,114 | -$7,330,196 | $273,843,777 | $351,362,445 | -$77,518,668 |
| September 30, 2023 | 990 | $36,023,542 | $42,791,807 | -$6,768,265 | $282,393,903 | $354,092,177 | -$71,698,274 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $852,068
- of which government grants
- $852,068
- Program service revenue
- $41,934,321
- Investment income
- $1,482,017
- Net rental income
- $42,243
- Net gain from sales of assets
- $526,512
- Other revenue
- $49,168
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $765,741
- Other salaries and wages
- $13,272,751
- Salaries, compensation and benefits (total)
- $16,109,064
- Professional fundraising fees
- $0
- Legal fees
- $177,095
- Accounting fees
- $191,852
- Occupancy
- $11,507,045
- Depreciation
- $10,189,679
- Program services (functional)
- $43,541,449
- Management and general (functional)
- $4,663,234
Balance sheet and other
- Total assets, start of year
- $273,843,777
- Total assets, end of year
- $263,454,234
- Total liabilities, end of year
- $344,909,811
- Net assets, end of year
- -$81,455,577
- Land, buildings and equipment
- $222,801,632
- Publicly traded securities
- $16,520,647
- Net assets without donor restrictions
- -$81,455,577
- Gross receipts
- $49,176,378
- Employees
- 431
- Year formed
- 2002
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Robert Braubitz | CFO Officer | 40 | $198,650 | $12,800 |
| Whitney Gwaltney | Senior Living Sales Counselor | 40 | $197,321 | $11,727 |
| Beat Meier | VP of Dining Operations | 40 | $165,115 | $14,144 |
| Senece Midgett | VP of Health Services | 40 | $159,035 | $6,949 |
| Elizabeth Pollock | SL Counselor | 40 | $137,039 | $2,643 |
| Bridget Jones | Ast Dir of Nursing | 40 | $118,547 | $7,035 |
| Jacqueline Samuels | Lead CNA/RMA AL/MS | 40 | $105,010 | $11,431 |
| Terra Logan | Manager of AL/MS | 40 | $104,387 | $6,342 |
| Christie Nase | Proj & Ren Manager | 40 | $102,093 | $355 |
| William R Van Buren III | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Jack Kavanaugh | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 |
| H Edward Davidson | Member Trustee or director | 1 | $0 | $0 |
| LD Britt MD MPH | Member Trustee or director | 1 | $0 | $0 |
| Jennifer Sanford | Member Trustee or director | 1 | $0 | $0 |
| Mel Price | Member Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sarah Jane Kirkland | Member Trustee or director | 1 | $0 |
| Bruce Holbrook | Chairman Trustee or director, Officer | 1 | $0 |
| Keith Seeloff | Treasurer Trustee or director, Officer | 1 | $0 |
| Vincent Mastracco | General Council Trustee or director | 1 | $0 |
| Brian Martin | Member Trustee or director | 1 | $0 |
| Capt Dayton Day Ritt | Member Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Whitney Gwaltney | Senior Living Sales Counselor | 40 | $179,266 | $11,018 |
| Beat Meier | VP of Dining Operations | 40 | $161,334 | $15,516 |
| Robert Braubitz | CFO Officer | 40 | $155,054 | $6,496 |
| Sence Midgette | Administrator | 40 | $148,708 | $6,840 |
| Emilie Gomez | RN Supervisor | 40 | $117,695 | $12,436 |
| Daisy Soriano | RN Unit Manager | 40 | $115,068 | $5,555 |
| Bridget Jones | RN Supervisor | 40 | $100,626 | $7,076 |
| Terra Logan | AL/MS Manager | 40 | $103,019 | $4,098 |
| H Edward Davidson | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| William R Van Buren III | Sec/Treas Trustee or director, Officer | 1 | $0 | $0 |
| Jack Kavanaugh | Director Trustee or director | 1 | $0 | $0 |
| LD Britt MD MPH | Director Trustee or director | 1 | $0 | $0 |
| Jennifer Sanford | Director Trustee or director | 1 | $0 | $0 |
| Mel Price | Director Trustee or director | 1 | $0 | $0 |
| Sarah Jane Kirkland | Director Trustee or director | 1 | $0 | $0 |
| Bruce Holbrook | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Beat Meier | VP of Dining Operations | 40 | $152,115 | $11,280 |
| Emilie Gomez | RN Supervisor | 40 | $124,509 | $11,788 |
| Hisham Fahim | Former CFO Officer | 40 | $120,102 | $7,619 |
| Whitney Gwaltney | SL Counselor | 40 | $100,729 | $9,990 |
| Christie Nase | Project Manager | 40 | $104,582 | $37 |
| Christine Rivera | RN Supervisor | 40 | $103,134 | $1,322 |
| William R Van Buren III | Sec/Treas Trustee or director, Officer | 1 | $0 | $0 |
| Jack Kavanaugh | Director Trustee or director | 1 | $0 | $0 |
| H Edward Davidson | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Jennifer Sanford | Director Trustee or director | 1 | $0 | $0 |
| Scott Sautter | Director Trustee or director | 1 | $0 | $0 |
| Guy Tower | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| LD Britt MD MPH | Director Trustee or director | 1 | $0 | $0 |
| Thomas J Knox | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 COLLEY AVE, NORFOLK, VA 23510-1038
- In care of
- % FORT
- Principal officer (990 for 2024)
- Bruce Holbrook, One Colley Avenue, Norfolk, VA 23510
- Signed the 990
- Robert Braubitz, CFO
- Phone
- (757) 233-6478
- Website
- www.harborsedgenorfolk.com
- Return prepared by
- KSP TAX ADVISORS
Mission
Our mission is to provide seniors with a full continuum of healthcare in an atmosphere of comfort, security and exceptional service.
Program accomplishments
- 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.Expenses $43,541,449 · revenue $41,934,321
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 02-0601375
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $263,454,234
- Income (IRS master file)
- $49,176,378
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $44,317,574 | $48,204,683 | $263,454,234 | XML |
| 990 | September 2024 | $39,464,918 | $46,795,114 | $273,843,777 | IRS |
| 990 | September 2023 | $36,023,542 | $42,791,807 | $282,393,903 | XML |
| 990 | September 2022 | $31,116,999 | $41,173,772 | $279,813,549 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0601375).
Questions about FORT NORFOLK RETIREMENT COMMUNITY INC
- What is the EIN of FORT NORFOLK RETIREMENT COMMUNITY INC?
- The employer identification number (EIN) of FORT NORFOLK RETIREMENT COMMUNITY INC is 02-0601375.
- Is FORT NORFOLK RETIREMENT COMMUNITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to FORT NORFOLK RETIREMENT COMMUNITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FORT NORFOLK RETIREMENT COMMUNITY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FORT NORFOLK RETIREMENT COMMUNITY INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORT NORFOLK RETIREMENT COMMUNITY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of FORT NORFOLK RETIREMENT COMMUNITY INC?
- The 990 for the year ended September 30, 2025 names Bruce Holbrook.
- Who are the officers and directors of FORT NORFOLK RETIREMENT COMMUNITY INC?
- The 990 for the year ended September 30, 2025 lists 21 people; 9 received compensation from the organization, the highest $198,650 (Robert Braubitz, CFO).
- How much revenue does FORT NORFOLK RETIREMENT COMMUNITY INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $44,317,574, expenses of $48,204,683 and total assets of $263,454,234 at year end.
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