Foxdale Village

What it reported doing in 2024

Foxdale village provides a safe and secure home as well as appropriate healthcare for all of our residents. Foxdale village has been caring for people for the retirement community since 1985. During this span, foxdale has helped our residents enjoy the highest levels of independence and wellness possible. Foxdale is an intellectually and socially vibrant community that is constantly shaped by the activities and the direction of over sixty resident association committees. During the year, foxdale served over 470 residents and their families, while employing a staff of over 250.the majority of foxdale residents are living in residential living units, either cottage homes or on-campus apartments. There they have the peace of mind that personal care, skilled nursing and/or memory care will be provided as necessary on a short term or permanent basis. There are 148 cottages and 57 apartments on site. In addition, there are 46 licensed skilled nursing rooms and 55 private personal care rooms available for the progression of care. Financial positionfoxdale's 2025 fiscal year end, financial results showed a modest return on operations, and positive results overall. The balance sheet remains strong and our commitment to reinvesting in community infrastructure places the calculated age of our facility at 10.90 years old. Foxdale also reported a strong "days cash on hand" of 622 days. Our valued workforcefoxdale's workforce encompasses staff working in maintenance, housekeeping, laundry, administration, safety, healthcare, wellness, and dining services. Foxdale offers an exceptional benefits program for employees, including funding for professional development. Support for professional development is included in the annual budget and made available via the training and tuition reimbursement fund (which was established by anonymous donors). In the 2025 fiscal year, $17,910 in grants were awarded to staff from the fund. Staff also have access to wellness programs, exercise equipment, and health screenings. Philanthropic support directed to the givers of care fund provides access to no-interest loans and grants to staff facing short-term emergencies. During the current fiscal year 15 employees benefitted from the givers of care fund. Philanthropic community foxdale residents and staff have benefited from philanthropy that donors have generously directed to foxdale. Thanks to countless gifts made to the organization since its founding, residents and their families can rest assured that care will continue should financial challenges impede a resident's ability to fulfill their financial obligations to foxdale. In fiscal year 2025, the community fund provided financial assistance of $375,861 to 12 residents. In fiscal 2025, foxdale again contributed to local non profits organizations within the community including the united way, local food bank, meals on wheels, local library foundation, and a number of medical/health related organizations. Donations of furniture and equipment were also made to the friends meeting, centre peace, and south hills school of business and technology. Residents, staff and interns also engage with our community through a variety of volunteer efforts including united way day of caring holiday food drive and annual children's holiday gift drive. Environmental stewardship foxdale maintains a commitment to the quaker principal of stewardship of the earth while ensuring sound fiscal management. From the use of over 3,000 led lights, the use of geothermal heating/cooling system and a concerted effort to increase composting and recycling, foxdale strives to reduce the burden placed on area utilities and the environment. Electric vehicle chargers available on campus for residents who have electric vehicles. Foxdale residents are active with environmental stewardship through resident led green committee and the newly formed climate care committee. Summary thanks to the efforts of our dedicated staff, foxdale was voted best re

Financial Efficiency

• Mission deployment rate: 79.9%; rating input score 80
• Program expense ratio: 90.6%; rating input score 91
• Fundraising efficiency: $44.3 raised per $1 spent on fundraising; rating input score 74; 74th percentile among comparable filings

Transparency & Controls

• Consistency checks: 93.8%; rating input score 94; 17th percentile among comparable filings
• Pay-setting controls: 6 of 6 controls in place; rating input score 100
  • Compensation committee: Pass
  • Independent consultant: Pass
  • Other Form 990s reviewed: Pass
  • Written employment contract: Pass
  • Compensation survey or study: Pass
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: 39.5%; rating input score 39; 10th percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
• Governance controls: 9 of 9 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Pass
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 6.5%; rating input score 58; 58th percentile among comparable filings
• Total-asset coverage ratio: 4.06; rating input score 81; 81st percentile among comparable filings
• Liabilities to assets ratio: 0.6; rating input score 22; 22nd percentile among comparable filings
• Officer compensation ratio: 5%; rating input score 50; 50th percentile among comparable filings

Growth

• Program expense growth: 4.9% per year; rating input score 100; 41st percentile among comparable filings
• Revenue growth: 5.2% per year; rating input score 100; 45th percentile among comparable filings
• Asset growth: 3.6% per year; rating input score 100; 27th percentile among comparable filings