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Nonprofit · EIN 52-1368410

LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC

Tax-exempt · GLEN ALLEN, VA 23060

Financials

$42.8M$40.3M2023$46.9M$44.6M2024
Revenue Expenses · by fiscal year end
Financials of LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$46,915,081$44,559,580$2,355,501$216,778,109$157,728,061$59,050,048
December 31, 2023990$42,832,373$40,296,563$2,535,810$213,553,103$157,539,983$56,013,120
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$390,833
Program service revenue
$44,809,995
Investment income
$1,677,455
Net rental income
$36,798
Net gain from sales of assets
$697,677
Other revenue
$36,798

Expenses

Grants and similar amounts paid
$583,158
Compensation of officers, directors and key employees
$260,273
Other salaries and wages
$15,510,660
Salaries, compensation and benefits (total)
$18,936,487
Professional fundraising fees
$0
Occupancy
$5,384,168
Travel
$23,320
Depreciation
$8,039,099
Program services (functional)
$41,957,683
Management and general (functional)
$2,601,897

Balance sheet and other

Total assets, start of year
$213,553,103
Total assets, end of year
$216,778,109
Total liabilities, end of year
$157,728,061
Net assets, end of year
$59,050,048
Land, buildings and equipment
$106,278,334
Net assets without donor restrictions
$57,405,604
Net assets with donor restrictions
$1,644,444
Gross receipts
$46,915,081
Employees
0
Volunteers
27
Year formed
1969
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JONATHAN COOKPRESIDENT & CEO
Officer
1$0$711,925$48,553
TRACEY JENNINGSCOO
Officer
1$0$394,404$45,574
LISA LEGEERCSO
Officer
1$0$347,887$57,588
JOHN P ROBINSONCMO
Officer
1$0$273,378$66,084
HEATHER CRUMBAUGHEXECUTIVE DIRECTOR
Key employee
40$213,233$0$47,040
HILLARY WINKELMANNDIRECTOR OF SALES & MARKETING
Highest-paid employee
40$171,714$0$45,283
EMILY GRABANASSOCIATE EXECUTIVE DIRECTOR
Highest-paid employee
40$173,963$0$39,970
ERIK MAURITSENCFO (AS OF MAY 2024)
Officer
1$0$160,145$24,428
WINIFRED COOPERSALES & MARKETING COUNSELOR
Highest-paid employee
40$142,782$0$26,883
CHRISTOPHER MARKWITHCFO (THRU FEB 2024)
Officer
1$0$143,720$12,587
FRANCIS SIMALDIRECTOR OF PLANT OPERATIONS II
Highest-paid employee
40$131,387$0$23,762
DORI MARIETTAASSOCIATE EXECUTIVE DIRECTOR
Highest-paid employee
40$131,488$0$0
REVNELSON HARRISCHAIR
Trustee or director, Officer
1$0$0$0
MRSSARA L MARCHELLOVICE CHAIR
Trustee or director, Officer
1$0$0$0
MR MATTHEW SCOTTSECRTARY
Trustee or director, Officer
1$0$0$0
14 more people on this return
NameTitleHours / weekCompensation
MR JAMES BALESTRUSTEE
Trustee or director
1$0
MSSHARON BROOKSTRUSTEE
Trustee or director
1$0
DRVALERIE CARTERTRUSTEE
Trustee or director
1$0
REVDAN CARLTONTRUSTEE
Trustee or director
1$0
MR SCOTT CAVETRUSTEE
Trustee or director
1$0
DRTIFFANY FRANKSTRUSTEE
Trustee or director
1$0
MR JOHN JUNGTRUSTEE
Trustee or director
1$0
MR ARNE OWENSTRUSTEE
Trustee or director
1$0
DRPAM PARSONSTRUSTEE
Trustee or director
1$0
MR JIM POATSTRUSTEE
Trustee or director
1$0
MR JOHN POMATRUSTEE
Trustee or director
1$0
MRS SUSAN RUCKERTRUSTEE
Trustee or director
1$0
MR GARY THOMSONTRUSTEE
Trustee or director
1$0
MR JIM VAUGHTTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 28 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JONATHAN COOKPRESIDENT & CEO
Officer
1$0$636,082$49,385
TRACY JENNINGSCOO
Officer
1$0$344,964$56,873
LISA LEAGERCSO
Officer
1$0$293,428$57,118
CHRIS MARKWITHCFO
Officer
1$0$299,945$49,267
JOHN P ROBINSONCHIEF MARKETING OFFICER
Officer
1$0$278,073$63,724
HEATHER CRUMBAUGHEXECUTIVE DIRECTOR
Key employee
40$198,092$0$52,656
HILLARY WINKELMANNDIRECTOR OF SALES AND MARKETING
Highest-paid employee
40$182,049$0$42,204
EMILY GRABANASSOCIATE EXECUTIVE DIRECTOR
Highest-paid employee
40$160,579$0$16,299
WINIFRED COOPERSALES AND MARKETING COUNSELOR
Highest-paid employee
40$152,512$0$24,071
FRANCIS SIMALDIRECTOR OF PLANT OPERATIONS II
Highest-paid employee
40$119,031$0$22,264
KANDICE VALENTINEDIRECTOR OF NURSING
Highest-paid employee
40$111,383$0$29,912
MRJAMES BALESTRUSTEE
Trustee or director
1$0$0$0
MS SHARON BROOKSTRUSTEE
Trustee or director
1$0$0$0
REV DANIEL CARLTONTRUSTEE
Trustee or director
1$0$0$0
DR VALERIE CARTERTRUSTEE
Trustee or director
1$0$0$0
MR SCOTT CAVETRUSTEE
Trustee or director
1$0$0$0
DR TIFFANY FRANKSTRUSTEE
Trustee or director
1$0$0$0
REV NELSON HARRISTRUSTEE
Trustee or director
1$0$0$0
MR JOHN JUNGTRUSTEE
Trustee or director
1$0$0$0
MRS SALLIE MARCHELLOTRUSTEE
Trustee or director
1$0$0$0
MR SAMUEL G OAKEY IIITRUSTEE
Trustee or director
1$0$0$0
MR ARNIE OWENSTRUSTEE
Trustee or director
1$0$0$0
DR PAM PARSONSTRUSTEE
Trustee or director
1$0$0$0
MR JOHN POMATRUSTEE
Trustee or director
1$0$0$0
MR MATTHEW SCOTTTRUSTEE
Trustee or director
1$0$0$0
JIM POATSTRUSTEE
Trustee or director
1$0$0$0
GARY THOMSONTRUSTEE
Trustee or director
1$0$0$0
SUSAN RUCKERTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
3961 STILLMAN PKWY, GLEN ALLEN, VA 23060-4168
Principal officer (990 for 2024)
JONATHAN COOK, 3961 STILLMAN PARKWAY, GLEN ALLEN, VA 23060
Signed the 990
JONATHAN COOK, CHIEF EXECUTIVE OFFICER
Phone
(804) 521-9206
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO PROVIDE "DIGNITY IN LIVING" FOR SENIOR ADULTS WHO RESIDE IN THIS PLANNED SERVICES COMMUNITY.

990 for the year ended December 31, 2024

Program accomplishments

  • WE WERE ABLE TO PROVIDE BOTH RESIDENTIAL AND HEALTH CARE SERVICES TO OUR RESIDENTS, SOME OF WHOM ARE UNABLE TO COVER THE FULL COST OF THEIR CARE. WE PROVIDED $583,158 IN SUBSIDIES AND INDIGENCE ALLOWANCES TO OUR RESIDENTS IN 2024, PERTAINING TO 17 RESIDENTS.
    Expenses $41,957,683 · grants $583,158 · revenue $44,809,995

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-1368410
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
1985
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P750)
Assets (IRS master file)
$216,778,109
Income (IRS master file)
$46,915,081

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$46,915,081$44,559,580$216,778,109XML
990-TDecember 2024–––IRS
990December 2023$42,832,373$40,296,563$213,553,103XML
990December 2022$40,251,783$39,646,182$204,699,575IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 52-1368410).

Questions about LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC

What is the EIN of LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC?
The employer identification number (EIN) of LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC is 52-1368410.
Is LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKEWOOD MANOR BAPTIST 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 LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC?
The 990 for the year ended December 31, 2024 names JONATHAN COOK.
Who are the officers and directors of LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC?
The 990 for the year ended December 31, 2024 lists 29 people; 6 received compensation from the organization.
How much revenue does LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $46,915,081, expenses of $44,559,580 and total assets of $216,778,109 at year end.

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