CULPEPER BAPTIST RETIREMENT COMMUNITY INC Charity Report

Public IRS 990 nonprofit record

CULPEPER BAPTIST RETIREMENT COMMUNITY INC

EIN 52-1368412 · Human Services (P75Z)

What they do

THE CULPEPER PROVIDES DIGNITY IN LIVING for SENIOR ADULTS LIVING IN OUR COMMUNITIES, SOME of WHOM CANNOT AFFORD to PAY THE FULL COST of THEIR CARE. PROVIDED SERVICES INCLUDE HIGH QUALITY HOUSING, HEALTH CARE, WELLNESS PROGRAMS, and OTHER SERVICES. WE PRACTICE SERVANT LEADERSHIP BY ATTRACTING and RETAINING PROFESSIONAL and CARING STAFF COMMITTED to OUR RESIDENTS NEEDS. WE PROVIDE EXCELLENT FACILITIES and SERVICES WHILE EMBRACING INNOVATION THAT HONORS OUR TRADITIONAL PRACTICES. OUR FAITH-BASED, NONPROFIT, SERVICE-ORIENTED IDENTITY IN OUR MARKET AREAS SETS US APART FROM OTHER SENIOR CARE PROVIDERS, and WE ARE INTEGRAL PARTNERS WITH A VARIETY of CHURCHES, SCHOOLS, HUMAN SERVICE ORGANIZATIONS, and BUSINESS ORGANIZATIONS THAT SERVE THE REGIONS WHERE WE OPERATE. WE HAVE BEEN GUIDED SINCE OUR FOUNDING BY A VOLUNTEER BOARD and PROFESSIONAL MANAGEMENT TEAM COMMITTED to EXCELLENCE IN SERVICE to SENIORS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $93.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

105.20%of revenue went to mission work93.9% of expenses · Program services

$112.06spent for every $100 of revenueSpending was higher than revenue this year.

6.87%of revenue went to management and office costs6.1% of expenses

$2.89in assets for every $1 spent this yearSome assets cannot be spent right away.

0.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $2,322,728 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $259,702 for JAMES JACOBSEN (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$19,257,592

Mission workProgram services$20,258,100105.20% of revenue93.9% of expenses

ManagementOffice and general costs$1,322,2206.87% of revenue6.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$21,580,320112.06% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 93.9% mission · 6.1% management · 0.0% fundraisingTotal expenses: 112.06% of revenue

2023Expense mix: 93.9% mission · 6.1% management · 0.0% fundraisingTotal expenses: 106.26% of revenue

2022Expense mix: 94.5% mission · 5.5% management · 0.0% fundraisingTotal expenses: 100.01% of revenue

2021Expense mix: 94.6% mission · 5.4% management · 0.0% fundraisingTotal expenses: 104.87% of revenue

2020Expense mix: 94.4% mission · 5.6% management · 0.0% fundraisingTotal expenses: 102.29% of revenue

2019Expense mix: 82.1% mission · 17.9% management · 0.0% fundraisingTotal expenses: 112.92% of revenue

2018Expense mix: 93.5% mission · 6.5% management · 0.0% fundraisingTotal expenses: 96.84% of revenue

2017Expense mix: 93.2% mission · 6.8% management · 0.0% fundraisingTotal expenses: 95.85% of revenue

Money in and money out

Revenue$19,257,592

Expenses$21,580,320

Annual shortfall $2,322,728 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$20,258,100 · 93.9% of expenses

Management and office costs$1,322,220 · 6.1% of expenses

See all reported dollar amounts

Revenue$19,257,592

Expenses$21,580,320

Assets$62,396,959

Income$19,257,592

Contributions$36,208

Mission work (program services)$20,258,100

Management and general$1,322,220

Executive compensation (total)$166,660

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JAMES JACOBSENEXECUTIVE DIRECTOR · 40 hrs/week $259,702Base $194,589 · Other $65,113

LINDA FEAGANDIRECTOR OF NURING · 40 hrs/week $162,874Base $128,961 · Other $33,913

ROSE ERVINDIRECTOR OF SALES AND MARK · 40 hrs/week $131,808Base $107,799 · Other $24,009

PATRICIA SUPERNAUGHREGISTERED NURSE · 40 hrs/week $121,156Base $102,379 · Other $18,777

BRANDI CHURCHREGISTERED NURSE · 40 hrs/week $116,944Base $106,058 · Other $10,886

BETHANY STARKIEASSISTED LIVING ADMINISTRA · 40 hrs/week $113,546Base $111,417 · Other $2,129

JOHN P ROBINSONCHIEF MARKETING OFFICER · 1 hrs/week $66,084Base · Other $66,084

LISA LEGEERCSO · 1 hrs/week $57,588Base · Other $57,588

JONATHAN COOKPRESIDENT & CEO · 1 hrs/week $48,553Base · Other $48,553

TRACEY JENNINGSCOO · 1 hrs/week $45,574Base · Other $45,574

ERIK MAURITSENCFO (AS OF MAY 2024) · 1 hrs/week $24,428Base · Other $24,428

CHRIS MARKWITHCFO (THUR FEB 2024) · 1 hrs/week $12,587Base · Other $12,587

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

JAMES JACOBSENEXECUTIVE DIRECTOR

LINDA FEAGANDIRECTOR OF NURING

ROSE ERVINDIRECTOR OF SALES AND MARK

PATRICIA SUPERNAUGHREGISTERED NURSE

BRANDI CHURCHREGISTERED NURSE

BETHANY STARKIEASSISTED LIVING ADMINISTRA

JOHN P ROBINSONCHIEF MARKETING OFFICER

LISA LEGEERCSO

JONATHAN COOKPRESIDENT & CEO

TRACEY JENNINGSCOO

ERIK MAURITSENCFO (AS OF MAY 2024)

CHRIS MARKWITHCFO (THUR FEB 2024)

MR JOHN POMATRUSTEE

SUSAN RUCKERTRUSTEE

REVNELSON HARRISCHAIR

REVDAN CARLTONTRUSTEE

DRPAM PARSONSTRUSTEE

MSSHARON BROOKSTRUSTEE

MRSSARA L MARCHELLOVICE CHAIR

MR SCOTT CAVETRUSTEE

MR MATTHEW SCOTTSECRETARY

GARY THOMSONTRUSTEE

MR JOHN JUNGTRUSTEE

MR JAMES BALESTRUSTEE

MR ARNIE OWENSTRUSTEE

DRTIFFANY FRANKSTRUSTEE

DRVALERIE CARTERTRUSTEE

JIM VAUGHTTRUSTEE

JIM POATSTRUSTEE

About this charity

Recognized since: January 1985
Location: 3961 STILLMAN PKWY, GLEN ALLEN, VA 23060-4168
County: Henrico
In care of: JONATHAN COOK
Primary officer: JONATHAN COOK, PRESIDENT AND CEO

How to reach them

WebsiteVisit the charity’s website Phone(804) 521-9206

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Human Services (P75Z)
IRS tax category: Continuing Care Retirement Communities