Bridgewater Healthcare Foundation Inc
Donations deductibleBridgewater Healthcare Foundation Inc's network
14 people2 organisationsi14 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Matt Robinson Chair | Chairman | 2020 | 6 yrs |
| Anita Beckman | Director | 2024 | 2 yrs |
| Beverly Eye | Director | 2023 | 3 yrs |
| Bill Blair | Director | 2023 | 3 yrs |
| Cindy Moyers | Director | 2024 | 2 yrs |
| Hattie Driver | Director | 2023 | 3 yrs |
| Heather Barkey | Director | 2021 | 5 yrs |
| Janessa Baker | Vice Chairman | 2021 | 5 yrs |
| Ray Albers | Director | 2023 | 3 yrs |
| Robert Armbruster | Director | 2022 | 4 yrs |
| Rufus Huffman | Director | 2023 | 3 yrs |
| Sally Jane Conner | Director | 2020 | 6 yrs |
| Stephan Hess | Director | 2022 | 4 yrs |
| Theodore Flory | Director | 2019 | 7 yrs |
Officers and senior leadership
5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Carolyn Budd | Vice President | since 2023 |
| Carrie Budd | Vice President | since 2018 |
| James Weaver | Treasurer | since 2018 |
| Rodney Alderfer | President & CEO | since 2018 |
| Tammy Jordan | Company secretary | since 2018 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Carolyn Budd | Vice President | 40 | $119k | $21k | |
| Tammy Jordan | Secretary | 40 | $59k | $11k | |
| Rodney Alderfer | President & CEO | 0 | $0 | $341k | $28k |
| James Weaver | Treasurer & CFO | 0 | $0 | $207k | $64k |
| Erin Rinaca | Director | 0 | $0 | ||
| Beth Driver | Director | 0 | $0 | ||
| Robert Armbruster | Director | 0 | $0 | ||
| Matt Robinson | Director | 0 | $0 | ||
| Janessa Baker | Chairman | 0 | $0 | ||
| Bill Blair | Director | 0 | $0 | ||
| Hattie Driver | Director | 0 | $0 | ||
| Anita Beckman | Vice Chairman | 0 | $0 | ||
| Cindy Moyers | Director | 0 | $0 | ||
| Beverly Eye | Director | 0 | $0 | ||
| Heather Barkey | Director | 0 | $0 | ||
| Ray Albers | Director | 0 | $0 | ||
| Rufus Huffman | Director | 0 | $0 |
About
- Legal name
- Bridgewater Healthcare Foundation Inc
- EIN
- 521296840
- Address
- 302 N 2nd St, Bridgewater, VA, 22812-1712
- State
- Virginia
- Mission
- Provides fundraising and program oversight for donor restricted funds for the operating and management organizations of a retirement community with related 501(c)(3) organizations. (as filed on the Form 990)
- Activity (NTEE)
- E21I Health care
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Health Care
- Size band
- 8 (IRS master file code)
- Formed
- 1983
- IRS ruling date
- 1 January 1983
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsTheodore Flory
≥6years on the filingsMatt Robinson
≥6years on the filingsSally Jane Conner
≥5years on the filingsHeather Barkey
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $34.8m
- Total liabilities
- $7.4m
- Net assets or fund balances
- $27.4m
- Contributions and grants received
- $1.2m
- Program service revenue
- $55k
- Grants and similar paid out
- $1.4m
- Employees
- 4
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $7m | $1.9m | $5.1m |
As filed on the IRS Form 990. US dollars.
Grants paid
3 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Bridgewater Home Inc | $1m | |
| Bridgewater HealthCare Inc | $283k | |
| Bridgewater Village Inc | $111k |