Nonprofit · EIN 87-1532163
LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC
Also known as JONATHAN R COOK SOLE MBR
Tax-exempt · GLEN ALLEN, VA 23060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $10,042,367 | $11,276,999 | -$1,234,632 | $181,772,805 | $182,865,279 | -$1,092,474 |
| December 31, 2023 | 990 | $8,350,935 | $8,592,826 | -$241,891 | $63,816,375 | $63,674,217 | $142,158 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,781
- Program service revenue
- $9,762,834
- Investment income
- $277,752
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $24,204
- Compensation of officers, directors and key employees
- $179,939
- Other salaries and wages
- $3,572,474
- Salaries, compensation and benefits (total)
- $4,613,606
- Professional fundraising fees
- $0
- Occupancy
- $1,508,514
- Travel
- $27,610
- Depreciation
- $1,414,998
- Program services (functional)
- $10,595,694
- Management and general (functional)
- $681,305
Balance sheet and other
- Total assets, start of year
- $63,816,375
- Total assets, end of year
- $181,772,805
- Total liabilities, end of year
- $182,865,279
- Net assets, end of year
- -$1,092,474
- Land, buildings and equipment
- $50,685,026
- Net assets without donor restrictions
- -$1,601,005
- Net assets with donor restrictions
- $508,531
- Gross receipts
- $10,042,367
- Employees
- 0
- Volunteers
- 56
- Year formed
- 2021
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN COOK | PRESIDENT & CEO Officer | 1 | $0 | $711,925 | $48,553 |
| TRACEY JENNINGS | COO Officer | 1 | $0 | $394,404 | $45,574 |
| LISA LEGEER | CSO Officer | 1 | $0 | $347,887 | $57,588 |
| JOHN P ROBINSON | CMO Officer | 1 | $0 | $273,378 | $66,084 |
| ERIK MAURITSEN | CFO (AS OF 05/24) Officer | 1 | $0 | $160,145 | $24,428 |
| KRISTI MARTIN | EXECUTIVE DIRECTOR Key employee | 40 | $152,450 | $0 | $27,489 |
| BRENDA L DIXON | DIRECTOR OF SALES & MARKETING Highest-paid employee | 40 | $140,078 | $0 | $30,977 |
| CHRIS MARKWITH | CFO (THRU 02/24) Officer | 1 | $0 | $143,720 | $12,587 |
| LISA WATSON | ASSISTED LIVING ADMINISTRA Highest-paid employee | 40 | $109,935 | $0 | $21,420 |
| REVNELSON HARRIS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MRSSARA L MARCHELLO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MR MATTHEW SCOTT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MR SCOTT CAVE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REVDAN CARLTON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MR JAMES BALES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MSSHARON BROOKS | TRUSTEE Trustee or director | 1 | $0 |
| DRVALERIE CARTER | TRUSTEE Trustee or director | 1 | $0 |
| DRTIFFANY FRANKS | TRUSTEE Trustee or director | 1 | $0 |
| MR JOHN JUNG | TRUSTEE Trustee or director | 1 | $0 |
| MR ARNIE OWENS | TRUSTEE Trustee or director | 1 | $0 |
| DRPAM PARSONS | TRUSTEE Trustee or director | 1 | $0 |
| MR JIM POATS | TRUSTEE Trustee or director | 1 | $0 |
| MR JOHN POMA | TRUSTEE Trustee or director | 1 | $0 |
| MRS SUSAN RUCKER | TRUSTEE Trustee or director | 1 | $0 |
| MR GARY THOMSON | TRUSTEE Trustee or director | 1 | $0 |
| MR JIM VAUGHT | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN COOK | PRESIDENT & CEO Officer | 1 | $0 | $636,082 | $49,386 |
| TRACEY JENNINGS | COO Officer | 1 | $0 | $344,964 | $56,873 |
| LISA LEAGER | CSO Officer | 1 | $0 | $293,428 | $57,118 |
| CHRIS MARKWITH | CFO Officer | 1 | $0 | $299,945 | $49,267 |
| JOHN P ROBINSON | CHIEF MARKETING OFFICER Officer | 1 | $0 | $278,073 | $63,724 |
| ADAM FELDBAUER | EXEC DIR LEFT BEFORE YEAR END Key employee | 40 | $150,035 | $0 | $9,129 |
| LISA WATSON | ASSISTED LIVING ADMINISTRATOR Highest-paid employee | 40 | $102,412 | $0 | $25,015 |
| KRISTI MARTIN | EXECUTIVE DIRECTOR Key employee | 40 | $57,413 | $0 | $7,243 |
| MR SCOTT CAVE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REVDAN CARLTON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MR JAMES BALES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MSSHARON BROOKS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DRVALERIE CARTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DRTIFFANY FRANKS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REVNELSON HARRIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MR JOHN JUNG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MRSSALLIE MARCHELLO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MR ARNIE OWENS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DRPAM PARSONS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MR JOHN POMA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MR MATTHEW SCOTT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JIM POATS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GARY THOMSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JIM VAUGHT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN RUCKER | TRUSTEE 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 PKWY, GLEN ALLEN, VA 23060
- Signed the 990
- JONATHAN COOK, PRESIDENT & CEO
- Phone
- (804) 521-9206
- Website
- WWW.LIFESPIRELIVING.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE "DIGNITY IN LIVING" FOR SENIOR ADULTS WHO RESIDE IN THIS PLANNED SERVICES COMMUNITY.
Program accomplishments
- LYNCHBURG BAPTIST RETIREMENT COMMUNITY (AKA THE SUMMIT) IS A SENIOR LIVING COMMUNITY PROVIDING AN ENVIRONMENT FOR EACH RESIDENT TO BE ENGAGED IN LIFE. THE SUMMIT USES A BALANCED APPROACH TO NURTURE HEART AND SOUL, BODY, AND MIND. AT THE SUMMIT, RESIDENTS ARE OFFERED A VARIETY OF LIVING ARRANGEMENTS, FROM INDEPENDENT LIVING, TO ASSISTED LIVING AND SKILLED NURSING. RESIDENTS ARE ALSO PROVIDED WITH A VARIETY OF DINING, RECREATIONAL, SOCIAL, AND HEALTH/WELLNESS AMENITIES. IN SHORT, THE SUMMIT PROVIDES ITS RESIDENTS WITH ALL THE AMENITIES TO HELP THEM LIVE A FULL AND HAPPY RETIREMENT LIFE.Expenses $10,595,694 · grants $24,204 · revenue $9,762,834
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-1532163
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $181,772,805
- Income (IRS master file)
- $10,042,367
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $10,042,367 | $11,276,999 | $181,772,805 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $8,350,935 | $8,592,826 | $63,816,375 | XML |
| 990 | December 2022 | $8,033,653 | $8,032,350 | $64,392,502 | IRS |
| 990 | December 2021 | – | – | – | 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 87-1532163).
Questions about LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC
- What is the EIN of LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC?
- The employer identification number (EIN) of LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC is 87-1532163.
- Is LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC 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 LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC 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 LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC 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 LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC?
- The 990 for the year ended December 31, 2024 names JONATHAN COOK.
- Who are the officers and directors of LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC?
- The 990 for the year ended December 31, 2024 lists 26 people; 3 received compensation from the organization.
- How much revenue does LYNCHBURG BAPTIST RETIREMENT COMMUNITY LLC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $10,042,367, expenses of $11,276,999 and total assets of $181,772,805 at year end.
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