2021-02-03T09:04:11-06:00 2020-03-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2019-04-01 541150148 RAPPAHANNOCK WESTMINSTER-CANTERBURY INC RAPP 8044384000 132 LANCASTER DRIVE IRVINGTON VA 22480 WADE BISHOP TREASURER 8044384000 2021-02-02 1 JOHN NORMAN P01506766 7049985200 2021-02-02 2019 2022-09-23 18:48:47Z STUART A BUNTING 132 LANCASTER DRIVE IRVINGTON VA 22480 24094479 0 X WWW.EMBRACELIFEATRWC.ORG X 1980 VA RETIREMENT LIVING & HEALTH CARE 10 10 410 135 0 0 287333 1541336 18843357 19181232 460883 245613 613437 618860 20205010 21587041 1500 1346 0 0 11577991 11775602 0 0 0 8524697 8419885 20104188 20196833 100822 1390208 44395382 45489160 49878912 50634954 -5483530 -5145794 X RAPPAHANNOCK WESTMINSTER-CANTERBURY IS A CHURCH-RELATED CONTINUING CARE RETIREMENT COMMUNITY COMMITTED TO PROVIDING THE HIGHEST QUALITY LIVING EXPERIENCE FOR SENIOR ADULTS. RW-C PROVIDES INDEPENDENT LIVING ACCOMMODATIONS AND SERVICES, ASSISTED LIVING AND NURSING HOME SERVICES. 0 0 17029835 1346 19770594 OPERATION OF A RESIDENTIAL HOME, INCLUDING 159 COTTAGES AND APARTMENTS, 38 ASSISTED LIVING BEDS, AND 42 HEALTH CENTER BEDS, FOR THE LIFE CARE OF AGED MEN AND WOMEN. SPONSOR EDUCATION AND OUTREACH PROGRAMS FOR RESIDENTS AND COMMUNITY PARTICIPANTS. 17029835 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 51 0 410 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X WADE BISHOP 8044384000 132 LANCASTER DRIVE IRVINGTON VA 22480 JOHN E BYERS TRUSTEE 1.00 X 0 0 0 DWIGHT CLARKE TRUSTEE 1.00 X 0 0 0 NORMAN FAULKNER VICE CHAIR 1.00 X X 0 0 0 REBECCA FOSTER TRUSTEE 1.00 X 0 0 0 DR MERTHIA HAYNIE TRUSTEE 1.00 X 0 0 0 JAY TIMS TRUSTEE 1.00 X 0 0 0 JEFF JOY TRUSTEE 1.00 X 0 0 0 NANCY O'SHAUGHNESSY TRUSTEE 1.00 X 0 0 0 WILLIAM REISNER TRUSTEE 1.00 X 0 0 0 BRANDON LOUISELL TRUSTEE 1.00 X 0 0 0 REV JUDY THOMSON TRUSTEE 1.00 X 0 0 0 KATHY VESLEY-MASSEY CHAIR 1.00 X X 0 0 0 REV MEGAN LIMBURG TRUSTEE 1.00 X 0 0 0 STUART A BUNTING PRESIDENT, CEO & SECRETARY 36.00 4.00 X 240630 0 25804 JOHN C FITCH EVP, ASST TREASURER 25.00 X 24434 0 489 PENNY K SMITH VP FINANCE, CFO & TREASURE 36.00 4.00 X 177255 0 4165 PHILLIP L WILLIAMS VP OPERATION 40.00 X 94744 0 12097 WADE E BISHOP CFO & TREASURER 36.00 4.00 X 59137 0 8095 HEIDI L BRISTOW ASST SECRETARY & ASST TREA 40.00 X 2895 0 316 S LUANNE DAVIS VP MARKETING & DEVELOPMENT 20.00 20.00 X 125471 0 1786 ANDREA RICE QUALITY ASSURANCE MANAGER 40.00 X 105689 0 2791 830255 0 55543 4 0 1 0 COASTAL BUILDERS INC PO BOX 142 WHITE STONE VA 22578 CONSTRUCTION/ RENOVATIONS 1469966 JOHNSON CONTROLS P O BOX 730068 DALLAS TX 75373 SERVICE CONTRACT 208429 WHITE OAK ELECTRIC 4603 STOCKHOLM DRIVE SANDSTON VA 23150 WWTP EQUIPMENT/SERVICE 155547 LAWNS & MORE 302 DUNGEONS THICKET ROAD WHITE STONE VA 22578 LANDSCAPE SERVICE 147926 VIRGINIA HEALTH REHAB AGENCY 240 NAT TURNER BLVD NEWPORT NEWS VA 23606 REHAB SERVICE 145697 7 1541336 1541336 RESIDENTIAL 623000 12693248 12693248 HEALTH CARE 623000 4444155 4444155 HOME CARE 621610 2021254 2021254 22575 22575 19181232 119419 119419 29498 0 29498 29498 29498 2633632 2507438 126194 126194 126194 ANCILLARY INCOME 623000 239043 239043 PHARMACY 623000 143973 143973 206346 206346 589362 21587041 19770594 0 275111 1346 1346 716615 716615 9081367 8502605 578762 110372 99164 11208 1174068 898447 275621 693180 599186 93994 5010 5010 48623 48623 40953 40953 785235 697122 88113 279420 279420 339745 233604 106141 184278 184278 929229 929229 29139 16701 12438 36374 26634 9740 552875 474478 78397 3080981 2763331 317650 269881 269881 DIETARY SUPPLIES 867679 867679 EQUIPMENT EXPENSES 378261 378261 PHARMACY EXPENSES 191069 191069 MEDICAL SUPPLIES 137024 137024 264109 213955 50154 20196833 17029835 3166998 0 123847 3098939 1460211 99144 539128 580810 79579 73579 174773 197591 16591 14820 79297029 52301648 27956288 26995381 5463792 5232978 271541 0 8309632 9195918 44395382 45489160 1561277 1488705 32737217 34401937 13412815 12668821 2167603 2075491 49878912 50634954 X -7582927 -8653307 2099397 3507513 -5483530 -5145794 44395382 45489160 X 1390208 -1030526 -21946 X X 0 1 X 1 0 X 173246 226896 287333 1541336 2228811 15896621 16667801 18489678 19406226 19770594 90230920 15896621 16841047 18716574 19693559 21311930 92459731 165798 146642 135864 207366 205465 861135 0 165798 146642 135864 207366 205465 861135 91598596 111868 286095 358029 294242 148917 1199151 111868 286095 358029 294242 148917 1199151 213704 207957 231247 202806 206344 1062058 16222193 17335099 19305850 20190607 21667191 94720940 0.96700 0.96460 0.01270 0.01410 X 0 0 0 0 0 0 0 0 1 367 367 0 PART II-B, LINE 1: A PORTION OF ASSOCIATION DUES ARE ALLOCATED TOWARDS LOBBYING. 731431 731431 60263263 39424563 20838700 11268913 8655109 2613804 7033422 4221976 2811446 26995381 DUE FROM FOUNDATION 82634 BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 9113284 9195918 X 20099150 0 20099150 1487891 1487891 21587041 20196833 0 20196833 0 20196833 PART X, LINE 2: RW-C IS A TAX-EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. RW-C'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. RW-C IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. RW-C FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THIS STANDARD HAD NO IMPACT ON RW-C'S FINANCIAL STATEMENTS FOR THE YEARS MARCH 31, 2020 AND 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: TEMPORARILY RESTRICTED INVESTMENT INCOME -53,445. TEMPORARILY RESTRICTED CONTRIBUTIONS 1,541,336. X X X 0 0 0 0 0 0 0 0 0 STUART A BUNTING PRESIDENT, CEO & SECRETARY 224130 0 16500 0 0 0 3918 0 21886 0 266434 0 0 0 PENNY K SMITH VP FINANCE, CFO & TREASURE 177255 0 0 0 0 0 3290 0 875 0 181420 0 0 0 A INDUSTRIAL DEVELOPMENT AUTHORITY OF MIDDLESEX COUNTY VA 541963905 NONEAVAIL 2012-12-27 17105000 REFUND/REFINANCE 2002 ISSUE 0 0 0 A 4528292 17105000 315935 16789065 1 0 1 1 A 0 0 0 0 0.00080 0.00080 0 0 1 A 0 0 1 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW. THE FORM 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS AS PART OF THE FINANCE COMMITTEE PRESENTATION BEFORE IT IS FILED WITH THE IRS. A COPY OF THE 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C WE HAVE AN ACTIVE CORPORATE COMPLIANCE PROGRAM AND OFFICER. THE PROGRAM CONTAINS A DETAILED PROTOCOL TO ADDRESS/INVESTIGATE/TAKE ACTION FOR SUSPECTED AND/OR ACTUAL CONFLICTS OF INTEREST. FURTHER, TRUSTEES ARE REQUIRED TO COMPLETE ON AN ANNUAL BASIS THE CONFLICT OF INTEREST STATEMENT. IN ADDITION, THE ORGANIZATION'S PERSONNEL POLICIES, APPLICABLE TO ALL PERSONNEL, CONTAIN A SECTION REGARDING CONFLICT OF INTEREST. THE PROTOCOL BOTH IN THE PERSONNEL POLICIES AND THE CORPORATE COMPLIANCE PROGRAM OUTLINE A PROCESS FOR REVIEW AND ACTION. SUBSTANTIATED CONFLICTS OF INTEREST WILL RESULT IN DISCIPLINE UP TO AND INCLUDING TERMINATION FOR EMPLOYEES AND SANCTIONS UP TO AND INCLUDING REMOVAL FOR TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 CEO EVALUATION THE CEO'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES AND ON A PERIODIC BASIS, IF APPROPRIATE, AS DETERMINED BY THE BOARD CHAIRMAN. THE ANNUAL REVIEW ADDRESSES COMPENSATION AND PERFORMANCE. THE PROCESS FOR DETERMINING COMPENSATION IS: -COMPENSATION DATA FOR COMPARABLE VIRGINIA EXECUTIVES IS OBTAINED AND USED AS A BENCHMARK. -INTERNAL COMPRESSION ISSUES AND ACCOMPLISHMENTS ARE TAKEN INTO CONSIDERATION. -BUDGET AND BUDGET CONSTRAINTS ARE TAKEN INTO CONSIDERATION. -A WAGE INCREASE AND OR INCENTIVE ARE DETERMINED BY THE BOARD OF TRUSTEES. THE PROCESS FOR JUDGING PERFORMANCE IS: -THE BOARD CHAIR OBTAINS INPUT AND FEEDBACK FROM INDIVIDUAL TRUSTEES USING A QUESTIONNAIRE OR BY OBTAINING DIRECT FEEDBACK COVERING SUBJECTS SUCH AS ACCOMPLISHMENT OF GOALS AND OBJECTIVES, STRENGTHS, ITEMS OF CONCERN, AND OTHER RELEVANT MATTERS PERTAINING TO CEO PERFORMANCE. -THIS INFORMATION IS REVIEWED AND SUMMARIZED BY THE BOARD CHAIR, REVIEWED AND DISCUSSED WITH THE BOARD IN AN EXECUTIVE SESSION, AND REVIEWED AND DISCUSSED WITH THE CEO ALSO IN AN EXECUTIVE SESSION OF THE BOARD. -THROUGHOUT THE YEAR, THE BOARD CHAIR SHARES FEEDBACK RECEIVED BY THE INDIVIDUAL TRUSTEES AND OR THE COMMUNITY WITH THE CEO. CEO LAST REVIEW DATE THE CEO'S PERFORMANCE AND COMPENSATION IS REVIEWED ON A FISCAL YEAR BASIS. RW-C'S FISCAL YEAR IS APRIL 1 THROUGH MARCH 31. OFFICER EVALUATION OFFICERS' PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE CEO AND ON A PERIODIC BASIS, IF APPROPRIATE, AS DETERMINED BY THE CEO. THE ANNUAL REVIEW ADDRESSES COMPENSATION AND PERFORMANCE. THE PROCESS FOR DETERMINING COMPENSATION IS: -COMPENSATION DATA FOR COMPARABLE VIRGINIA EXECUTIVES IS OBTAINED AND USED AS A BENCHMARK. -INTERNAL COMPRESSION ISSUES AND ACCOMPLISHMENTS ARE TAKEN INTO CONSIDERATION. -BUDGET AND BUDGET CONSTRAINTS ARE TAKEN INTO CONSIDERATION. -A WAGE INCREASE AND OR INCENTIVE ARE DETERMINED BY THE CEO. THE PROCESS FOR JUDGING PERFORMANCE IS: -THE CEO CONDUCTS A FORMAL PERFORMANCE REVIEW USING THE ORGANIZATION'S PERFORMANCE REVIEW FORM AND BY PROVIDING SUPPORTING COMMENTARY COVERING SUBJECTS SUCH AS ACCOMPLISHMENT OF GOALS AND OBJECTIVES, STRENGTHS, ITEMS OF CONCERN, AND OTHER RELEVANT MATTERS PERTAINING TO OFFICER PERFORMANCE. -THIS INFORMATION IS REVIEWED AND DISCUSSED WITH THE OFFICER IN A PRIVATE SETTING. THE OFFICER IS ALSO AFFORDED THE OPPORTUNITY TO PROVIDE ANY VERBAL AND OR WRITTEN COMMENTS HE OR SHE FEELS IS APPROPRIATE TO THEIR FORMAL PERFORMANCE REVIEW. -THROUGHOUT THE YEAR, THE CEO SHARES FEEDBACK RECEIVED BY THE INDIVIDUAL TRUSTEES, THE COMMUNITY, AND STAFF WITH THE OFFICER. RECENT YEAR'S PERFORMANCE REVIEW THE CEO'S PERFORMANCE AND COMPENSATION IS REVIEWED ON A FISCAL YEAR BASIS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES MET JUNE 16, 2020 TO ASSESS THE PERFORMANCE OF STUART BUNTING AND TO REVIEW THE COMPENSATION PACKAGE FOR HIS POSITION. THE COMMITTEE, AS PART OF THE COMPENSATION REVIEW, EVALUATED THE PACKAGE AGAINST COMPARABLE INDUSTRY AND LOCAL EMPLOYERS AS WELL AS A REVIEW BY AN INDEPENDANT COMPENSATION CONSULTANT. THE EXECUTIVE COMMITTEE REPORTED THE PERFORMANCE REVIEW AND THE COMPENSATION ASSESSMENT TO THE BOARD OF TRUSTEES ON JUNE 17, 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ASSETS RELEASED FROM RESTRICTIONS -79,775. INCREASE IN BENEFICIAL INTEREST OF FOUNDATION 57,829. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. FORM 990, PART VII, DESCRIPTION OF HOURS FOR RELATED ORGANIZATIONS: OFFICERS LISTED ON PART VII WORK AN AVERAGE OF 40 HOURS PER WEEK. THEIR TIME IS SHARED BETWEEN THE FILING ORGANIZATION AND THE RELATED ENTITY LISTED ON SCHEDULE R. RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION 132 LANCASTER DR IRVINGTON VA 22480 521435132 SUPPORT RAPPAHANNOCK WESTMINSTER-CANTERBURY, INC. VA 501(C)(3) 509(A)(1) RAPPAHANNOCK WESTMINSTER-CANTERBURY INC 1 0 0 1 0 1 0 0 0 0 0 0 1 1 1 1 0 1 0 1 RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION O 125559 CASH TRANSFER RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION C 321575 CASH TRANSFER RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION Q 107764 CASH TRANSFER